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®
Nov 30, 2021 9:03:00 AM

Fall is typically a time for financial planning conferences, and this year I attended a couple of them. The closing speaker at Financial Planning...

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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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Dana Brewer, CFP®
Nov 25, 2020 11:00:00 AM

We're often asked to help our clients think through a strategy that fulfills their desire to fund causes they believe in and their desire to save on...

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Dana Brewer, CFP®
Jan 23, 2020 6:45:00 AM

Think about it – What is your vision and plan? Take a moment to think about your perfect day in retirement. Are you doing something you love or...

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Dana Brewer, CFP®
May 23, 2019 9:40:41 AM

June is a month when couples in love often flock to the altar. For those that have been married before they know only too well that exchanging...

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