Birchwood Financial Partners

Birchwood Financial Partners Birchwood is a MN-based, financial services firm serving a wide variety of individuals and families

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Did you know certain ages can create important financial planning opportunities?- Catch-up retirement contributions- Soc...
09/08/2026

Did you know certain ages can create important financial planning opportunities?
- Catch-up retirement contributions
- Social Security decisions
- Medicare enrollment
- Qualified charitable distributions
- Required minimum distributions
But some of the most important milestones have nothing to do with age.

Marriage. Career changes. Inheritance. Moving. Caring for aging parents.

In this article, Damian shares why financial planning is about more than preparing for retirement — it's about preparing for life’s transitions.

Discover whether your next financial milestone may be closer than you think.

Discover key financial milestones that often catch people by surprise. Learn how to navigate life's transitions and keep your financial plan adaptive and informed.

When was the last time you reviewed your retirement account beneficiaries?If you’ve experienced any of these life events...
08/26/2026

When was the last time you reviewed your retirement account beneficiaries?
If you’ve experienced any of these life events, it may be time for a review:
- Marriage or divorce
- Retirement
- Birth of children or grandchildren
- Loss of a loved one
- Significant financial change
It’s one of the simplest estate planning tasks – and one that can have a lasting impact on your family.

Ensure your estate plan reflects your current wishes by regularly reviewing beneficiary designations. Simplify your legacy planning and protect your loved ones.

Most financial decisions don’t happen at retirement.They happen when your life changes. A new job. Caring for aging pare...
08/10/2026

Most financial decisions don’t happen at retirement.

They happen when your life changes.

A new job. Caring for aging parents. Receiving an inheritance. Selling a business. Getting married.
These transitions often create financial planning opportunities that many people don’t recognize until they’re already in the middle of them.

Identifying the milestones that may affect your financial life can help you feel more prepared when those moments arrive.

That’s why we created our Financial Milestones Guide – to help you make informed decisions with greater confidence. Get the Guide today and discover the milestones that may be just around the corner.

Discover key financial milestones that often catch people by surprise. Learn how to navigate life's transitions and keep your financial plan adaptive and informed.

When you lose a spouse, you may find yourself making decisions you never expected to face on your own. That doesn’t mean...
07/24/2026

When you lose a spouse, you may find yourself making decisions you never expected to face on your own. That doesn’t mean you need to have everything figured out right away.

In our experience, clarity comes step by step – not all at once.

Starting with a clear, simple plan and having the right support can make things feel more manageable over time. If you or someone you know is navigating this transition, this is a thoughtful place to begin.

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.

Estate planning isn’t just about legal documents anymore.Today’s families often need access to online financial accounts...
07/20/2026

Estate planning isn’t just about legal documents anymore.
Today’s families often need access to online financial accounts, passwords, cloud storage, photos and digital records during difficult times.
Taking a few simple steps to organize important information now can make a meaningful difference later.
Learn how beneficiary reviews and digital legacy planning fit into a comprehensive financial plan.

Ensure your estate plan reflects your current wishes by regularly reviewing beneficiary designations. Simplify your legacy planning and protect your loved ones.

It’s never too late (or too early) to improve your financial position. The good news is that you don’t need to change ev...
07/15/2026

It’s never too late (or too early) to improve your financial position. The good news is that you don’t need to change everything overnight. Often, meaningful progress starts with small steps.

Small changes, repeated over time, can make a bigger difference than most people think.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.

Financial planning isn't about getting every decision exactly right.Life changes. Priorities shift. Opportunities emerge...
07/09/2026

Financial planning isn't about getting every decision exactly right.

Life changes. Priorities shift. Opportunities emerge. The questions you ask in your 40s may look very different from the questions you ask in your 60s.

The good news? You don't have to anticipate every twist and turn ahead. Identifying the milestones that may affect your financial life can help you feel more prepared when those moments arrive.
Whether you’re thinking about retirement, helping family members or navigating a major life transition, a trusted advisor can help bring clarity to important decisions.

Is your next financial milestone closer than you think?

Discover key financial milestones that often catch people by surprise. Learn how to navigate life's transitions and keep your financial plan adaptive and informed.

How and When to Teach Kids About Money https://bit.ly/4cX9ZjZ“Just use your credit card.”It sounds like a simple comment...
07/01/2026

How and When to Teach Kids About Money https://bit.ly/4cX9ZjZ“Just use your credit card.”
It sounds like a simple comment — but it can be the start of an important conversation.
Teaching kids about how money works doesn’t have to be complicated. It just has to start. Financial literacy is built over time through small, consistent moments.

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.

Did you know your retirement account beneficiary designation may override your will?Many people complete beneficiary for...
06/25/2026

Did you know your retirement account beneficiary designation may override your will?
Many people complete beneficiary forms once and never look at them again. But life changes such as marriage, divorce, retirement, children and other major events can all affect whether those designations still reflect your wishes today.
A quick review now could help prevent unnecessary stress for your loved ones later.

Ensure your estate plan reflects your current wishes by regularly reviewing beneficiary designations. Simplify your legacy planning and protect your loved ones.

When you lose your spouse, it can feel like every decision needs to be made right away. In reality, many decisions can w...
06/24/2026

When you lose your spouse, it can feel like every decision needs to be made right away. In reality, many decisions can wait. Our experience has shown that the most important decisions are better made over time – with space to think clearly.

We put together a simple, structured guide that outlines:
• What typically needs attention first
• How your financial life may shift
• Which decisions are worth slowing down

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.

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5601 Green Valley Drive , Suite 600
Bloomington, MN
55437

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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