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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Dana Brewer, CFP®
Aug 31, 2021 10:18:00 AM

It’s not always easy for a couple to walk a journey together for a long time. The elements that frequently draw two people toward one another at the...

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Dana Brewer, CFP®
Aug 4, 2021 10:45:00 AM

Maybe you’ve come to a point in your life where your kids are now adults, your parents are starting to depend on you a little more each year, or...

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Dana Brewer, CFP®
Feb 17, 2021 8:57:35 AM

Sustainable investment best practices have become a cornerstone of overall investment strategy for investors around the world. In recent years, these...

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Dana Brewer, CFP®
Jan 12, 2021 9:44:57 AM

Talking about death is not easy, and many couples would prefer to avoid the conversation altogether. That's what makes the estate planning process...

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