The 5 Pillars of College Planning #5 - Making Your College Decision

Damian Winther, CFP® CSRIC®
Aug 1, 2024 8:57:57 AM

Welcome back to the 5 Pillars of College Planning. We now shift our focus to the final Pillar — Making Your College Decision.

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The 5 Pillars of College Planning #4 - Navigating College Scholarships and Loans

Damian Winther, CFP® CSRIC®
Jun 20, 2024 9:04:31 AM

Welcome back to the 5 Pillars of College Planning. We now shift our focus to Pillar #4 — Navigating College Scholarships and Loans. We recommend to...

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The 5 Pillars of College Planning: #3 - The College Application Process

Damian Winther, CFP® CSRIC®
May 30, 2024 8:30:00 AM

Welcome back to the 5 Pillars of College Planning. This blog will shift our focus to Pillar #3 — the College Application Process. With technological...

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The 5 Pillars of College Planning: #2 - The College Search Process

Damian Winther, CFP® CSRIC®
May 9, 2024 7:58:12 AM

Welcome back to the 5 Pillars of College Planning. In this blog, we will focus on the college search process and some of the factors you may want to...

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The 5 Pillars of College Planning: #1 - The College Savings Process

Damian Winther, CFP® CSRIC®
Apr 11, 2024 8:54:07 AM

As a dad of four, I'm embarking on the college planning process for the first time. I'm looking forward to helping my daughters find the perfect...

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Why It’s Normal to Have Retirement Concerns

Birchwood Financial Partners
Jul 13, 2023 4:28:57 PM

Many people can envision their retirement, spending time with family and friends, pursuing hobbies or travel, and generally taking it easy.

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Preparing a Personal Loan to Family or Friends in 5 Steps

Damian Winther, CFP® CSRIC®
Jan 5, 2023 7:30:00 AM

Interest rates have risen at a record pace in 2022, with many experts anticipating further rate hikes occurring into the new year. With rising...

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Year-End Financial Planning Checklist and Moves to Stay on Track

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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Impact of Higher Interest Rates on Home Purchase Decisions

Damian Winther, CFP® CSRIC®
Oct 6, 2022 7:45:00 AM

The United States housing market has been going gangbusters for the last several years as homeowners have seen the price of their property increase...

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A Bear Market May Be a Good Time for a Roth Conversion

Damian Winther, CFP® CSRIC®
Jun 9, 2022 7:15:00 AM

A Bear Market is defined as a 20% drop in market value from the peak. The S&P 500 has hovered around this threshold for several days and weeks. For...

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