---
title: The Latest from Birchwood Financial Partners | Dana Brewer, CFP® (2)
description: 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. (2)
---
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Phone: [952-885-9088](tel:19528859088)
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# Financial Insights Blog
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## 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.
Find me on:
### Recent Posts
[ ](https://blog.birchwoodfp.com/things-you-may-not-know-about-retirement-accounts)
## [5 Things You May Not Know About Retirement Accounts](https://blog.birchwoodfp.com/things-you-may-not-know-about-retirement-accounts)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
May 11, 2023 1:20:41 PM
Flexibility and follow-through may sound like something you would hear from a golf instructor, but ironically, those two bits of advice can also...
[Read More](https://blog.birchwoodfp.com/things-you-may-not-know-about-retirement-accounts)
[ ](https://blog.birchwoodfp.com/socially-responsible-investing-sri-trends-why-people-are-buying-in)
## [Socially Responsible Investing (SRI) Trends: Why People are Buying In](https://blog.birchwoodfp.com/socially-responsible-investing-sri-trends-why-people-are-buying-in)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Mar 2, 2023 12:00:00 PM
As measured by our clients and prospects, interest in sustainable investing continues to expand amid the concerns expressed by policymakers and the...
[Read More](https://blog.birchwoodfp.com/socially-responsible-investing-sri-trends-why-people-are-buying-in)
[ ](https://blog.birchwoodfp.com/are-reverse-mortgages-a-scam)
## [Are Reverse Mortgages a Scam?](https://blog.birchwoodfp.com/are-reverse-mortgages-a-scam)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Feb 9, 2023 12:09:30 PM
People are living longer, needing more health care and long-term care, spending more, and saving less.
[Read More](https://blog.birchwoodfp.com/are-reverse-mortgages-a-scam)
[ ](https://blog.birchwoodfp.com/the-most-important-money-conversations-to-have-with-your-spouse-partner)
## [The Most Important Money Conversations to Have with Your Spouse/Partner](https://blog.birchwoodfp.com/the-most-important-money-conversations-to-have-with-your-spouse-partner)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Nov 23, 2022 8:10:00 AM
Over the years, I have learned not to reinvent the wheel when possible. When I began writing about the topic of couple’s money conversations, it was...
[Read More](https://blog.birchwoodfp.com/the-most-important-money-conversations-to-have-with-your-spouse-partner)
[ ](https://blog.birchwoodfp.com/finding-personal-and-financial-stability-in-divorce)
## [Finding Personal and Financial Stability in Divorce](https://blog.birchwoodfp.com/finding-personal-and-financial-stability-in-divorce)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Sep 1, 2022 1:15:00 PM
Recently, a friend of mine reached out for moral support while going through a divorce. I had gone through a divorce of my own 15 years prior, and I...
[Read More](https://blog.birchwoodfp.com/finding-personal-and-financial-stability-in-divorce)
[ ](https://blog.birchwoodfp.com/is-wealth-managment-worth-it)
## [How and When is Wealth Management Worth It?](https://blog.birchwoodfp.com/is-wealth-managment-worth-it)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Jun 23, 2022 1:15:00 PM
It is hard to comprehend all the meanings and emotions tied to the two simple words “worth it.” Worth comes in many different flavors–it may be...
[Read More](https://blog.birchwoodfp.com/is-wealth-managment-worth-it)
[ ](https://blog.birchwoodfp.com/personal-representative-responsibilities)
## [Duties & Responsibilities of a Personal Representative](https://blog.birchwoodfp.com/personal-representative-responsibilities)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Apr 14, 2022 7:00:00 AM
This article outlines some of the obligations and responsibilities of a personal representative who is working through administering a decedent’s...
[Read More](https://blog.birchwoodfp.com/personal-representative-responsibilities)
[ ](https://blog.birchwoodfp.com/how-to-find-fulfillment-in-retirement)
## [How to Find Fulfillment in Retirement through Volunteering](https://blog.birchwoodfp.com/how-to-find-fulfillment-in-retirement)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Mar 24, 2022 7:15:00 AM
In the book Choose Joy, written by the Certified Retirement Coach and Life Coach, Babs Plunkett, she outlines three fundamental keys to investing...
[Read More](https://blog.birchwoodfp.com/how-to-find-fulfillment-in-retirement)
[ ](https://blog.birchwoodfp.com/build-a-better-financial-future)
## [Ideas for Building a Better Financial Future](https://blog.birchwoodfp.com/build-a-better-financial-future)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Mar 17, 2022 7:15:00 AM
What would you say if you could travel back in time and give your younger self some advice? Would you tell yourself to slow down and enjoy each...
[Read More](https://blog.birchwoodfp.com/build-a-better-financial-future)
[ ](https://blog.birchwoodfp.com/sri-and-esg-investing-impact-examples)
## [Examples That Help Demonstrate the Impact of SRI and ESG Investing](https://blog.birchwoodfp.com/sri-and-esg-investing-impact-examples)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Jan 25, 2022 7:09:00 AM
Socially Responsible Investing (SRI) or Environmental Social Governance (ESG) can be integrated into an investment strategy in many ways. Typically...
[Read More](https://blog.birchwoodfp.com/sri-and-esg-investing-impact-examples)
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*All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.*
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