Birchwood's Financial and Investment Blog

Dana Brewer, CFP

Dana Brewer, CFP
Dana works directly with clients on financial planning and is a managing partner in the firm. She contributes to strategic planning for business and employee development, sits on the investment committee and helps create and implement processes that streamline Birchwood’s business operations. She also maintains close partnerships with many estate attorneys and accountants who serve our clients.
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Recent Posts

Club Sandwich Generation

Club Sandwich Generation

By Dana Brewer, CFP

Much has been written about the traditional sandwich generation, a generation of people responsible for bringing up their own children and for the care of their aging parents. According to the Pew Research Center, nearly half of adults in their 40s and 50s have a parent age 65 or older and are...

Bag Lady Syndrome

Bag Lady Syndrome

By Dana Brewer, CFP

Today, there are more successful, wealthy women in America than at any time in our history. This growing trend might lead you to believe that women are feeling confident and in control of their financial futures.

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