Breen Wealth Management, LLC

10/22/2026

Social media is full of financial tips and advice, but how do you know what information you can trust? While online platforms can be a great place to learn, not every financial trend or recommendation is right for your situation. If you're unsure how the advice you're seeing fits into your financial goals, Brian Breen, CFP®, CEPA and the team at Breen Wealth Management is here to help you navigate your options with confidence.

Having ready access to financial information can help give you more confidence in your money decisions, but when it comes to social media, we suggest caution.

10/21/2026

Four years ago, the S&P 500 reached its lowest level of the 2022 bear market in October. At the time, inflation was climbing at its fastest pace since the 1970s, the Federal Reserve was raising interest rates rapidly, and recession fears were widespread. Sentiment among consumers, businesses, and investors was deeply negative, and it was difficult to imagine conditions improving. Hear more from Brian Breen, CFP®, CEPA below.

https://breenwealth.advisorlibrary.com/the-bull-market-ente-uvkqu0pfoi

10/20/2026

Retirement is rarely a single step two people take together on the same morning. It is more like crossing a bridge. The near shore is the working life you have known for decades. The far shore is whatever comes next. The long span in between is where most couples live for a while, and it is common for one partner to be halfway across the bridge before the other has begun to cross it. Brian Breen, CFP®, CEPA and the Breen Wealth Team are here to help you walk through these decisions. Reach out for a meeting today.

Learn how retirement planning for couples can coordinate different retirement dates, Social Security, health insurance and household cash flow.

10/15/2026

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, 2:00-4:00pm
https://www.rsvp.courses/EVJJEQ

10/14/2026

As interest rates have risen to multi-decade highs, one of the implications that has received less attention is the strengthening U.S. dollar. The dollar affects all aspects of financial markets, the economy, and everyday life. Its value impacts the cost of imported goods, foreign travel, the revenues of U.S. businesses that operate around the world, and portfolios with international assets. In addition, the dollar is affected by the outlook on U.S. economic growth, interest rates, and concerns around the national debt. In other words, many factors impacting global financial markets are reflected in the dollar. Hear more from Brian Breen, CFP®, CEPA below.
https://breenwealth.advisorlibrary.com/the-us-dollar-reboun-wmz93tpf0l

10/13/2026

Retirement is about more than finances. Some people pursue passion projects, volunteer work, hobbies or charitable endeavors. Others spend more time traveling or with family. The key is understanding what will occupy your time, stimulate your mind and provide a sense of purpose. Just as importantly, consider whether these activities generate income or add expenses to your budget. To determine what early retirement actually looks like for you, contact Brian Breen, CFP®, CEPA and the Breen Wealth Management team today.

Explore early retirement planning considerations, including living expenses, health insurance before Medicare, taxes and sustainable retirement income.

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.