Breen Wealth Management, LLC

07/16/2026

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: Santa Rosa Junior College Petaluma Campus
Choose from three class options:
Tuesday, Jul. 21, 9:30-11:30am
Thursday, Jul. 23, 1:30-3:30pm
Tuesday, Jul. 21, 5:00-7:00pm
www.signup.courses/K2X02FCE

07/14/2026

Social media frequently encourages lifestyle inflation. Constant exposure to luxury vacations, designer clothing, expensive vehicles and elaborate homes can create unrealistic expectations about what constitutes a "normal" lifestyle. The result may be pressure to spend beyond one's means in pursuit of an image rather than long-term financial security. For honest direction on your finances, reach out to Brian Breen, CFP®, CEPA and the Breen Wealth Management team.

Learn how social media can influence spending, investing and financial advice, and how a clear plan can help protect your money.

07/09/2026

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: Santa Rosa Junior College Petaluma Campus

Choose from three class options:

Tuesday, Jul. 21, 9:30-11:30am

Thursday, Jul. 23, 1:30-3:30pm

Tuesday, Jul. 21, 5:00-7:00pm

www.signup.courses/K2X02FCE

07/08/2026

Consumer spending is the engine of the U.S. economy, accounting for roughly two-thirds of overall economic activity. In theory, when consumers feel financially secure and optimistic, they tend to spend more, driving corporate profits and economic growth. When they feel uncertain, they may tighten their belts. For this reason, having a holistic understanding of the financial health of consumers is one of the most important ways for long-term investors to make sense of the current environment. Learn more from Brian Breen, CFP®, CEPA below.
https://breenwealth.advisorlibrary.com/consumer-financial-h-ola0j7lgon

07/07/2026

Summer is kicking into high gear and your finances may be the last thing on your mind right now. But here's why it's important to carve out time for a simple five step mid-year money check-up. Just like the halftime break in football, the purpose is to take a breather, assess progress toward your goals and adjust your strategy if you aren't on track. For a personalized mid-year check-in, reach out to Brian Breen, CFP®, CEPA.

Are you on track to meet your financial goals? Follow these five steps to find out.

07/03/2026

Happy Fourth of July from all of us at Breen Wealth! 🇺🇸

Today, we celebrate the freedoms we enjoy, the time spent with family and friends, and the values that bring us together. We hope you have a safe, joyful holiday filled with great memories. Happy Independence Day! ❤️🤍💙

07/02/2026

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: Santa Rosa Junior College Petaluma Campus

Choose from three class options:

Tuesday, Jul. 21, 9:30-11:30am

Thursday, Jul. 23, 1:30-3:30pm

Tuesday, Jul. 21, 5:00-7:00pm

https://www.signup.courses/Register/AttendeeInfo/K2X02FCE?x=e3a9b39a-994e-4c70-9b25-db76a1b3056e&mailOrderVisitID=3729104&force=True&fmtForce=False&utm_campaign=FMT-22123&utm_source=RSVP&utm_medium=Brochure&utm_content=FMTCE%202-Page,%204-Color,%20TriFold,%2011x17

06/30/2026

Would you loan money to a family member? It can be one of the hardest financial decisions you'll ever make. If you're thinking about lending money to family, having a plan can help protect both your financial future and your relationships. Brian Breen, CFP®, CEPA and Breen Wealth Management Team can help you decide the right path.

While there are pitfalls to lending a family member money, there can also be rewards. Just be sure to clearly set expectations and limits right from the start.

06/25/2026

Many financially successful people have opted for part-time retirement despite having the means to fully retire. They recognize the advantages of staying active and involved, thereby strengthening their financial position while maintaining a sense of purpose beyond their career. Interested in seeing what retirement plans work best for you? Contact Brian Breen, CFP®, CEPA and the Breen Wealth Management team to plan your retirement around your goals.

Are you apprehensive about the leap into full-time, traditional retirement? Or do you find yourself needing a more substantial financial cushion and a bit more planning before taking that step?

06/24/2026

The U.S. and Iran announced a preliminary agreement intended to end the four-month conflict that has weighed on the global economy. Financial markets have reacted positively to this development, with the stock market climbing, oil prices falling, and interest rates declining. How should investors interpret this agreement and what does it mean for portfolios? Hear more from Brian Breen, CFP®, CEPA below.

https://breenwealth.advisorlibrary.com/special-update-new-i-10tern10jj