Breen Wealth Management, LLC

06/02/2026

The reverse boomerang - instead of young adults moving back in with their parents, an increasing number of aging parents are moving in with their adult children. The percentage of the U.S. population living in multigenerational homes has more than doubled over the past 50 years, according to a 2021 Pew Research study. If you're considering multigenerational living, reach out to Brian Breen, CFP®, CEPA to help you plan.

Open and honest communication can help you go into multigenerational living with your eyes wide open.

05/28/2026

Completing your tax return often feels like the finish line — but it’s actually an ideal starting point. This is a valuable opportunity to step back, reset and refocus on your personal finances, using your return as a planning tool for the months ahead. A prior-year tax return isn’t just a record of what happened, it’s a roadmap for what to do next. The Breen Wealth Management Team reviews your taxes with you and can offer guidance for coming years.

Use your tax return to review taxable income, MAGI, withholding, and charitable giving so you can plan smarter after filing.

05/27/2026

It's tempting when you have extra cash to just spend it. But if you really don't need it to cover everyday expenses, and you have an emergency fund in place, there's a lot more you can do with it. It all depends on how soon you need your money, how much risk you're comfortable taking, and your goals. Brian Breen, CFP®, CEPA and the Breen Wealth Team are here to help you make the most of your extra cash. Reach out today.

If you want to make the most of your cash, you have a lot of choices. But it pays to choose carefully.

05/21/2026

We’re continuing to grow at Breen Wealth Management — and we’re still looking for the right person to grow with us.

We’re hiring an Associate Advisor for a hands-on, in-person role with real mentorship, client exposure, and a long-term path toward becoming a lead advisor.

This is a great fit for someone who’s motivated, relational, and excited to build a meaningful career in wealth management within a collaborative boutique firm environment.

📍 Local candidates preferred
If someone comes to mind, send them our way — or reach out directly to learn more.

05/20/2026

In retirement, you have more time than you’ve ever had in your life. You also have less time than you’ve ever had in your life. This paradox requires a different mindset in retirement if you want to live your very best life after you stop working. When planning for retirement feels difficult Brian Breen, CFP®, CEPA is here to help you plan the retirement you've always wanted.

We have been trained to become experts at playing the long game, emphasizing tomorrow over today and often sacrificing the present and our health for the future. Saving instead of spending. Working longer now so you can enjoy the fruits of your labor later. Putting off travel, expenses and enjoyment...

05/14/2026

At Breen Wealth Management, we’re building for the future—and that starts with the people on our team.
We’re looking for an Associate Advisor who’s eager to learn, motivated to grow, and excited to work directly with clients in a relationship-focused environment.
This role offers hands-on experience, mentorship from senior advisors, and the opportunity to develop into a long-term advisor role within the firm.
If you—or someone you know—are ready to take the next step in a financial planning career, we’d love to connect.
📍 Petaluma-based | In-person role
📩 Reach out directly to learn more

05/13/2026

It’s not surprising that investors have identified many calendar and event-based patterns, including “sell in May and go away,” the January Effect, the Santa Claus rally, the Super Bowl indicator, and more. After all, even when flipping a coin, you would expect streaks of several heads or tails in a row due to pure chance. To better understand these effects, the key is to separate random noise from knowledge of how financial markets truly function. Listen below for Brian Breen's, CFP®, CEPA view on market seasonality.
https://breenwealth.advisorlibrary.com/market-seasonality-s-ruammkc4k9

05/12/2026

A budget is primarily a tool for clarity, not to handcuff your spending. It is designed to create alignment between your priorities and your wallet: A budget shows you exactly what your money decisions look like, so you can compare where your dollars went versus where you intended them to go. Working with Brian Breen, CFP®, CEPA and the Breen Wealth Management team can help you build a budget that works for your needs.

Budgeting helps clarify cash flow, align spending with priorities, and choose a practical system for saving and everyday decisions.

05/07/2026

At Breen Wealth Management, the right people make all the difference.
We’re hiring an Associate Advisor with the drive to grow into a lead role—someone who wants hands-on client experience, real mentorship, and the opportunity to develop in a collaborative environment.
If you’re motivated, relationship-focused, and ready to learn, we’d love to connect. Send us a message or pass this along to someone who should be on our radar.
📍 In-person | Local candidates preferred

05/06/2026

It has now been more than three-and-a-half years since the bull market began in October 2022. At that time, inflation was rising at its fastest pace in fifty years, the Fed was hiking interest rates, and ChatGPT was still a month away from being released to the public. Since then, the S&P 500 has more than doubled in value and the Bloomberg U.S. Aggregate Bond index has fully recovered. Watch here for Brian Breen's, CFP®, CEPA, take on the Bull Market.
https://breenwealth.advisorlibrary.com/the-bull-market-cycl-eazklf6lzx