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Birch Investment's Blog

Delivering insight into personal financial planning topics


Should I Consolidate My Investment Accounts? Thumbnail

Should I Consolidate My Investment Accounts?

Consolidating investment accounts makes financial planning simple and efficient. Learn why rolling your 401k into an IRA will make tax and estate planning easier. Find out why you only need one financial advisor in your life.

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How To Do a Weekly Financial Review + Free Template Thumbnail

How To Do a Weekly Financial Review + Free Template

Learn how to save time in your financial life by focusing on what's important. This weekly financial review will take ten minutes and align your finances with your great life. Includes a free net worth template to use in your budgeting process.

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