---
title: The Latest from Birchwood Financial Partners | Dana Brewer
description: Dana Brewer |
---
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Phone: [952-885-9088](tel:19528859088)
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# Financial Insights Blog
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[ ](https://blog.birchwoodfp.com/how-to-start-family-charitable-giving)
## [How to Start Family Charitable Giving — and Why Year-End Is the Perfect Time to Begin](https://blog.birchwoodfp.com/how-to-start-family-charitable-giving)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Oct 23, 2025 8:00:02 AM
The holidays are more than just celebrations — they’re a time for reflection, gratitude and generosity. For many families, year-end offers the...
[Read More](https://blog.birchwoodfp.com/how-to-start-family-charitable-giving)
[ ](https://blog.birchwoodfp.com/the-new-face-of-wealth)
## [The New Face of Wealth: What the Rise of the Female Investor Means for You](https://blog.birchwoodfp.com/the-new-face-of-wealth)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Sep 10, 2025 8:00:00 AM
A recent McKinsey report, The New Face of Wealth: The Rise of the Female Investor, shows how quickly women’s financial power is growing. Between 2018...
[Read More](https://blog.birchwoodfp.com/the-new-face-of-wealth)
[ ](https://blog.birchwoodfp.com/financial-benefits-home-renovation)
## [Reap The Financial Benefits of Home Renovation](https://blog.birchwoodfp.com/financial-benefits-home-renovation)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
May 15, 2025 8:00:00 AM
There are so many decisions to make when contemplating a home renovation. One frequently overlooked factor is deciding how you will dispose of the...
[Read More](https://blog.birchwoodfp.com/financial-benefits-home-renovation)
[ ](https://blog.birchwoodfp.com/asking-for-and-accepting-help)
## [The Importance of Asking for and Accepting Help](https://blog.birchwoodfp.com/asking-for-and-accepting-help)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Feb 27, 2025 8:15:00 AM
I recently experienced an injury that has taken months to recover from. While a physical injury makes the potential need for help more apparent,...
[Read More](https://blog.birchwoodfp.com/asking-for-and-accepting-help)
[ ](https://blog.birchwoodfp.com/multigenerational-financial-planning)
## [Multigenerational Financial Planning](https://blog.birchwoodfp.com/multigenerational-financial-planning)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Aug 15, 2024 7:45:00 AM
Do your personal goals include leaving a financial legacy for future generations? Multigenerational financial planning is an essential strategy to...
[Read More](https://blog.birchwoodfp.com/multigenerational-financial-planning)
[ ](https://blog.birchwoodfp.com/achieving-fulfillment-satisfaction-retirement)
## [Achieving Fulfillment and Satisfaction in Retirement](https://blog.birchwoodfp.com/achieving-fulfillment-satisfaction-retirement)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Feb 15, 2024 10:26:00 AM
Retirement is a significant life transition. It can bring about various changes, not only in your financial situation but also in your relationships...
[Read More](https://blog.birchwoodfp.com/achieving-fulfillment-satisfaction-retirement)
[ ](https://blog.birchwoodfp.com/standard-deduction-versus-itemized-deduction)
## [Standard Deduction Versus Itemized Deduction: Which Makes Sense For You?](https://blog.birchwoodfp.com/standard-deduction-versus-itemized-deduction)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Dec 22, 2023 9:00:00 AM
In 2017, congress passed the Tax Cuts and Jobs Act (TCJA), nearly doubling the standard deduction. This change to the tax filing system benefits most...
[Read More](https://blog.birchwoodfp.com/standard-deduction-versus-itemized-deduction)
[ ](https://blog.birchwoodfp.com/why-its-normal-to-have-retirement-concerns)
## [Why It’s Normal to Have Retirement Concerns](https://blog.birchwoodfp.com/why-its-normal-to-have-retirement-concerns)
[Birchwood Financial Partners](https://blog.birchwoodfp.com/author/birchwood-financial-partners)
Jul 13, 2023 4:28:57 PM
Many people can envision their retirement, spending time with family and friends, pursuing hobbies or travel, and generally taking it easy.
[Read More](https://blog.birchwoodfp.com/why-its-normal-to-have-retirement-concerns)
[ ](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)
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*Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.*
*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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All written content on this site is for information purposes only. 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 prior to implementation. Advisory services are offered by Birchwood Financial Partners, Inc., an SEC Registered Investment Advisor. Birchwood Financial Partners, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency, and is not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of AZ, CA, FL, IA, IL, MN, NC, NY, TX, WI or where otherwise legally permitted. 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.
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