Breen Wealth Management, LLC

10/08/2026

Ready to feel more confident about your tax strategy in retirement? Join Taxes in Retirement, a one-day course designed to help you better understand how retirement income is taxed, strategies to help reduce unnecessary taxes, and ways to keep more of what you've worked so hard to save.
✅ Free to attend
✅ Optional complimentary one-on-one consultation
Location: Breen Wealth's Retirement Resource Center
Choose from six class options:
Tuesday, Oct. 20, 9:30-11:30am OR 2:00-4:00pm
Thursday, Oct. 22, 9:30-11:30am OR 2:00-4:00pm
Wednesday, Oct. 28, 9:30-11:30am OR 2:00-4:00pm
https://www.rsvp.courses/EVJJEQ

10/07/2026

The housing market is important both on a personal level as well as for the broader economy and financial system. For many households, owning a home is an accomplishment that requires years of planning and saving, representing their largest asset, most significant monthly expense, and main source of debt. The housing market is also a large part of the overall economy, accounting for between 15% and 18% of the country’s economic activity. When combined with the overall wealth effect of the housing market, these factors can impact consumer sentiment, household balance sheets, and the pace of overall economic growth. Hear more from Brian Breen, CFP®, CEPA below.

https://breenwealth.advisorlibrary.com/what-7-mortgages-mea-tmdvnzom6p

10/06/2026

Credit card rewards can be a great tool—but only when they’re used strategically. This article highlights five common mistakes that can quickly outweigh the value of points, miles, or cash back. If you have questions about how credit cards fit into your broader financial strategy, connect with Brian Breen, CFP®, CEPA and the Breen Wealth Management Team to start the conversation.

Using credit cards to get rewards could feel like a game, but it may have consequences. Avoiding these five mistakes could help you win.

10/01/2026

We’ve all been there. We’ve all received an invitation to a party or social outing that sounds amazing but causes us to immediately ask, “What is this going to cost me? Connect with Brian Breen, CFP®, CEPA to help keep away the financial FOMO.

Learn how to manage financial FOMO, evaluate social spending, set financial boundaries and protect your budget without missing meaningful moments.

09/30/2026

Janet Yellen, the former Federal Reserve Chair, often said that "monetary policy is not a panacea." Just as there is no cure for the common cold, except to let it run its course and address the symptoms, the Fed’s tools often cannot fix the underlying issues in the economy. In theory, monetary policy is meant to help ease these challenges, especially when it comes to the job market and inflation. In practice, however, the Fed does not control the economy directly, but instead responds to the economic environment. Hear more from Brian Breen, CFP®, CEPA below.

https://breenwealth.advisorlibrary.com/beyond-the-headlines-cph7hdosn7

09/29/2026

When you're young, retirement can feel a long way off—until it isn't. Consider this a nudge from your future self: Even if you're in your 20s or 30s, you really need to be saving for retirement now. When it comes to saving and investing, time is your most powerful asset. The younger you are, the more time your money has to benefit from compound growth. Compound growth is when your money earns money, and then those earnings start earning money too. Brian Breen, CFP®, CEPA and the Breen Wealth Team is here to help you make your retirement everything you want it to be. Reach out today.

Think retirement is too far off to worry about now? Think again. Here's why you should start today. (Your future self will thank you.)

09/24/2026

When we think about financial risk, we often focus on our investments—but what about our paycheck? As AI continues to reshape the workplace, this article explores why your ability to earn an income may be one of your most important assets to protect and plan around. Building a financial plan that can adapt to change can help you feel more prepared for whatever comes next. If you have questions about how changes in your career or income could impact your financial future, reach out to Brian Breen, CFP®, CEPA and the team at Breen Wealth Management.

Learn how AI job loss could affect your paycheck and use an income vulnerability audit, emergency savings and financial planning to reduce career risk.

09/23/2026

Investors often use major indices like the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average as a way to understand how financial markets are performing. While this is a helpful place to start, the reality is that the stock market is made up of many thousands of companies, each affected by economic and market trends in unique ways. To understand these trends, stocks are often grouped into sectors, geography, and by other characteristics such as the size of the company or the style of investment. Each of these groups can play an important role in long-term portfolios. Hear more from Brian Breen, CFP®, CEPA here.
https://breenwealth.advisorlibrary.com/stock-market-styles-3foj4vzmq5

09/22/2026

Scary headlines and market uncertainty can make it tempting to react quickly, but your financial decisions should stay focused on your long-term goals. These are some practical ways to tune out the noise, stick to your financial plan, and stay focused on what you can control. If recent headlines have you questioning your financial strategy, Brian Breen, CFP®, CEPA and the Breen Wealth Team is here to help. Reach out to us to start a conversation.

Do big headlines tempt you to change your investment strategy? Consider this 3-step plan to help keep your money focused on long-term goals.

09/17/2026

Last week to register! Don't miss out!

Ready to feel more at ease with your retirement plan? Join Rejuvenate Your Retirement, a two-day course designed to help retirees feel more informed and at ease by understanding savings longevity, healthcare planning, and the biggest threats to retirement income.
✅ Includes a full textbook
✅ Optional complimentary one-on-one consultation
✅ Bring a spouse or guest for free
Location: Santa Rosa Junior College Petaluma Campus
Choose from two class schedules:
🔹 Tuesdays, Sept. 22 & Sept. 29, 1:30-3:30pm
🔹 Thursdays, Sept. 24 & Oct. 1, 9:30-11:30am
Sign up today for $59!
https://www.financialeducatorsnetwork.com/course/E15PM1