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.

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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...

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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.

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

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