Birchcreek Wealth Management

07/14/2026

Do you know how much you can safely spend each month in retirement — without running out of money?

Most people don't. And that's a problem.

Watch this short video to learn about the one number every retiree needs to know before they stop working. Then grab our free e-book at the link below.

07/07/2026

Please join us in welcoming Alex Benson as Birchcreek's new Operations & Compliance Manager!

Alex is a graduate of the University of Dayton, where he earned a degree in Finance with a minor in Business Analytics. He brings prior experience as a tax analyst, giving him a strong analytical foundation and a keen eye for detail. His problem-solving mindset and commitment to accuracy will help support the operational excellence and compliance standards our clients count on every day.

Welcome to Birchcreek, Alex! We can't wait to see all you'll accomplish!

07/02/2026

Trump Accounts officially go live on July 4th, allowing eligible families to open and fund these new tax-advantaged accounts for children. If you're planning to enroll, be careful of copycat websites and scams. The official government websites to sign up are trumpaccounts.gov and trumpaccount.com.

For a quick overview of Trump accounts, watch the video below!

06/29/2026

Check out our latest newsletter.

Dani will enter her junior year at Auburn University’s Raymond J. Harbert College of Business this fall, where she is majoring in Finance and maintaining an impressive 4.0 GPA.

06/25/2026

High income doesn’t always mean financial clarity.

Many families are balancing careers, raising kids, saving for the future, and wondering if their money is actually supporting the life they want.
Our newest case study highlights how one dual-income couple took a step back, created a framework for their decisions, and turned financial stress into purposeful planning.

Take a look at their journey.👇

Client Background A married couple in their early 50s approached us with high incomes and a shared commitment to live with more intention. The wife held a demanding executive role at a large corporation, and the husband had a pending Employee Stock Ownership Plan (ESOP). Their financial foundation w...

06/16/2026

As Birchcreek continues to grow, we’re looking for the right person to join our team as a Wealth Advisor and help shape what’s next.

We’re seeking a CFP® professional (or someone actively pursuing the designation) with 3–10 years of relevant experience who enjoys building relationships, delivering thoughtful advice, and helping people work toward their ideal financial future.

At Birchcreek, you’ll find a collaborative, team-first culture where your work matters and your ideas are valued.

If you’re looking for meaningful work, an incredible team, and the opportunity to grow alongside a growing firm, we’d love to connect.

Apply today or share with someone who might be a good fit!

Link in the comments.

06/15/2026

Excited to share that we rolled out the red carpet to welcome our new summer intern, Dani Gaydosh, to Birchcreek Wealth Management!

Dani will enter her junior year at Auburn University’s Raymond J. Harbert College of Business this fall, where she is majoring in Finance.

This summer, Dani will get hands-on experience across the wealth management industry while learning what it means to deliver thoughtful, fiduciary financial guidance to clients.

We’re excited to have her on the team and can’t wait to see all she accomplishes.

Please join us in welcoming Dani to Birchcreek! 👏

06/05/2026

Is your child starting a summer job?

A Custodial Roth IRA might be the perfect way to kick off their long-term savings journey and give them a front row seat to watch the power of compounding interest.

Sure, your teen might not be thrilled about "tying up" their hard-earned cash right now. But in 30-40 years? They'll probably thank you for being the parent who thought beyond the immediate and set them up for long-term success.

Check out this article 👇 from Fidelity Investments to learn more.

Learn how parents, grandparents and other family members can jumpstart their children's retirement including custodial Roth IRA.

05/29/2026

Today is 5/29… which makes it the perfect day to talk about 529 plans. 🎓

If saving for education has been on your to-do list, this is your reminder that even small contributions today can make a meaningful impact down the road.

In this quick video, we break down:
✅ What a 529 plan is
✅ Why families use them
✅ How they can help prepare for future education costs

Whether you’re a parent, grandparent, or simply planning ahead, 5/29 is a great day to revisit your education savings strategy.

Watch the video below. 👇

05/28/2026

Already taking Required Minimum Distributions from your IRA?

You may be able to direct some, or all, of that money straight to a charity you care about, and exclude it from your taxable income entirely.

It's called a Qualified Charitable Distribution (QCD), and for the right person, it's one of the most powerful and underused strategies in retirement planning.

Check out our 2026 QCD Quick Guide to learn more.

Link is in the comments. 👇