May 1, 2025
Today, let me share what a real retirement portfolio looks like. Yes, actually! This is what I use at my firm for my clients.
Referenced WSJ article: https://www.wsj.com/finance/investing/stock-market-craziness-alternative-funds-7df17b9c
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Apr 1, 2025
If you've saved, invested, and achieved some level of wealth through hard work and luck, you might still feel a bit weird for having more money than most.
How should we deal with this?
Read more at: https://birchwoodcapital.com/writings/
Mar 1, 2025
In this month's episode, we discuss how we can actually achieve the goals that we want:
Learn more at https://birchwoodcapital.com/writings/
Feb 1, 2025
Today's episode we chat through the Social Security Fairness Act and the repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO).
If you worked in the private and public sector (teacher, police officer, fire fighter), then perk your ears up. This is HUGE!
Be the first to know about how...
Oct 1, 2024
Today we discuss Roth Conversions vs. Roth Contributions. You'll be able to tell the difference between the two and when to implement each one.
Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.