Bridget Handke, CFP®, CAP®
Mar 14, 2024 8:50:20 AM

If you have lived for several decades, your personal finances have likely become more complex. You may have accumulated various retirement accounts...

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RACHEL INFANTE, CFP® CSRIC® CDFA®
Mar 7, 2024 8:53:30 AM

Has your marriage reached a tipping point where you feel there is no other solution outside of divorce? Some couples find ways to mend a broken...

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Bridget Handke, CFP®, CAP®
Feb 29, 2024 11:09:16 AM

Life is full of twists and turns, and we may find ourselves facing significant life changes that impact our financial well-being. These events often...

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Dana Brewer, CFP®
Feb 15, 2024 10:26:00 AM

Retirement is a significant life transition. It can bring about various changes, not only in your financial situation but also in your relationships...

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Birchwood Financial Partners
Jan 23, 2024 1:26:00 PM

This article has been updated to reflect 2024 deadlines and filing protocols. With the holidays behind us and the new year officially off and...

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Dana Brewer, CFP®
Dec 22, 2023 9:00:00 AM

In 2017, congress passed the Tax Cuts and Jobs Act (TCJA), nearly doubling the standard deduction. This change to the tax filing system benefits most...

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Damian Winther, CFP® CSRIC®
Dec 15, 2023 4:00:00 PM

One of the many things that you may think about as you get closer to retirement (or perhaps you are already retired), is how your charitable giving...

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RACHEL INFANTE, CFP® CSRIC® CDFA®
Dec 7, 2023 8:37:29 PM

When someone you know is going through a divorce, one thing is certain: their reality is changing in a very big way.

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Bridget Handke, CFP®, CAP®
Nov 24, 2023 10:00:00 AM

Whether it's bundling your donations in one year rather than over two, or figuring out the right year to start making major donations, there are some...

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Bridget Handke, CFP®, CAP®
Nov 16, 2023 12:49:06 PM

Let’s talk about gifts–not just those wrapped in fancy bows but the ones involving stocks, property, and even art. Delving into the world of...

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