Birchwood Financial Partners

06/02/2026

Kids are learning about money and forming habits whether we talk about it or not.
From spending to saving to giving, everyday decisions at home play a bigger role than most people realize. A few simple conversations can make a lasting impact.
Here are a few ways to start.
How and When to Teach Kids About Money

As a Financial Advisor, talking about money, finances and cash flow with clients is a normal everyday occurrence. But should you include the kids? Having open and honest conversations about money with young children is crucial to their education and growth.

05/21/2026

Losing a spouse changes everything. For many, financial decisions quickly become one of the most overwhelming parts. Not because they’re unmanageable, but because they arrive at a time when your capacity is already stretched.

In our experience, very few decisions are truly urgent. Having a clear starting point can make this transition feel more manageable. We’ve put together a simple, structured guide to help you focus on what matters now – and what can wait.

A Thoughtful Guide to Finances After Losing a Spouse

Explore essential financial steps to take after losing a spouse. Learn to navigate decisions with clarity and confidence during this challenging time.

05/14/2026

In your 30s, it’s easy to feel like you should be further ahead financially. But “being on track” doesn’t have one universal definition. For some people, it means buying a home. For others, it means paying off debt, building savings, or creating more flexibility.

The real question is: Are your financial decisions supporting the life you want? What 'Being On Track' Really Means in Your 30s

In your 30s, it's easy to feel like you should be further along financially; discover what it truly means to be on track financially in your 30s.

05/01/2026

When should you start teaching your kids about money?
It’s earlier than most people think.
The most effective lessons don’t come from lectures – they happen in everyday moments. Simple, everyday conversations at home can shape lifelong financial habits.
How and When to Teach Kids About Money

As a Financial Advisor, talking about money, finances and cash flow with clients is a normal everyday occurrence. But should you include the kids? Having open and honest conversations about money with young children is crucial to their education and growth.

04/02/2026

Still finalizing your taxes?

It’s not too late to make certain retirement contributions and ensure your documents are complete. Our 2026 tax-season guide highlights last-minute items that are easy to miss — and can make a real difference.


Preparing for Tax Season - Birchwood

Get ready for tax season with this 2026 guide to key deadlines, tax forms, charitable giving, and retirement contributions—plus tips to reduce filing stress.

02/25/2026

Did you donate to charity, gift stock, or contribute to a Donor Advised Fund last year?

Those generous decisions can also have meaningful tax implications — but only if they’re properly documented.

Our updated 2026 tax guide walks through what to track and what to share with your tax preparer.


Preparing for Tax Season - Birchwood

Get ready for tax season with this 2026 guide to key deadlines, tax forms, charitable giving, and retirement contributions—plus tips to reduce filing stress.

01/21/2026

Join the team at Birchwood Financial Partners as an Investment Operations Analyst. Contribute to investment operations and data management in a collaborative environment with opportunities for growth.

Job Opening - Investment Operations Analyst

Join Birchwood Financial Partners as an Investment Operations Analyst. Contribute to investment operations and data management in a collaborative environment with opportunities for growth.

01/15/2026

Tax season is here — but it doesn’t have to be stressful.

We’ve updated our annual tax-season checklist for 2026 with the key forms, deadlines, and planning opportunities to keep in mind as you prepare to file.

A little organization now can save a lot of frustration later.



Preparing for Tax Season - Birchwood

Get ready for tax season with this 2026 guide to key deadlines, tax forms, charitable giving, and retirement contributions—plus tips to reduce filing stress.

12/19/2025

Charitable giving is more than writing a check. It’s teaching kids the joy of generosity, strengthening family bonds and passing values from one generation to the next.

Start small: After dinner, begin a family chat by sharing your own values and charitable giving decisions. Invite each family member, from young children to grandparents, to suggest a cause they care about and decide together how to divide a shared donation. The simple habits you build now can shape how your family sees money, gratitude and community for years to come.



How to Start Family Charitable Giving — and Why Year-End Is the Perfect Time to Begin

Discover how to start a family tradition of charitable giving, why year-end is ideal, and how to involve all generations meaningfully.

12/17/2025

Blueprints, budgets and big moves. Every great plan starts with vision. Thank you for trusting us to help build yours. Warm holiday wishes from your team at Birchwood Financial Partners.