Bridget Handke, CFP®, CAP®
Feb 23, 2023 12:00:00 PM

Congress passed SECURE Act 2.0 in December of 2022. There are over 100 provisions of the act, and it affects people from all walks of life. This...

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Birchwood Financial Partners
Dec 28, 2022 12:03:28 PM

Signed into law on Friday, December 23, 2022, SECURE Act 2.0 is a sweeping legislation that includes a variety of small changes that may make saving...

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Bridget Handke, CFP®, CAP®
Dec 22, 2022 7:15:00 AM

How can financial advisors help you visualize financial independence? Many people come to our advisory firm to help manage a complex financial...

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Damian Winther, CFP® CSRIC®
Dec 1, 2022 7:15:00 AM

With year-end quickly approaching, we encourage our clients to take advantage of key financial planning moves to stay on track. Whether you are a...

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Dana Brewer, CFP®
Jun 23, 2022 1:15:00 PM

It is hard to comprehend all the meanings and emotions tied to the two simple words “worth it.”  Worth comes in many different flavors–it may be...

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