Breen Wealth Management, LLC

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

06/23/2026

A good credit score can make it easier to qualify for credit and may help you get better interest rates on major purchases, such as a home or car. But credit scores can also be affected by common missteps, including missed payments, high credit card balances, or applying for too much new credit at once. Brian Breen, CFP®, CEPA is here to help you walk through all parts of your major life purchases. Schedule a meeting today.

Want to improve your credit score? Start by understanding why it's important, then focus on how to do it effectively.

06/18/2026

Many major life decisions involve both money and family. From investing time and money in a family business to choosing where to live, to making career moves, to planning vacations or caring for loved ones, financial realities often clash with other family priorities. Financial planning can help you navigate these decisions. Brian Breen, CFP®, CEPA and the Breen Wealth Management team can help you with all of your financial decisions.

From my own experiences, I’ve learned that it’s not a good idea to mix money with family, without clearly defined boundaries.

06/17/2026

Despite strong market performance over the past quarter, recent volatility has raised concerns for investors. The Nasdaq fell 4.2% on June 5, marking its largest one-day decline in a year. Ironically, the drop came after a strong jobs report, as investors worried that continued economic strength could lead the Federal Reserve to raise interest rates later this year. Ongoing tensions in the Middle East also contributed to uncertainty, highlighting that short-term market swings are a normal part of investing. Hear more from Brian Breen, CFP®, CEPA here.
https://breenwealth.advisorlibrary.com/making-sense-of-rece-2b3udqaowk

06/16/2026

FIRE stands for Financial Independence, Retire Early—and the FIRE movement has changed how many people think about work, money, and time. At its core, FIRE is about leveraging disciplined saving and investing to build enough financial security that work becomes optional over time. If retiring early is a goal of yours, connect with Brian Breen, CFP®, CEPA to help you create a plan today.

Even if early retirement isn't your goal, FIRE principles may help savers build more financial independence over time.

06/11/2026

Life insurance doesn't have to be complicated—and waiting too long can leave the people you love vulnerable when they need protection most. A few simple decisions today can help provide peace of mind and financial security for your family tomorrow. If you've been putting it off because it feels overwhelming, this article breaks it down into easy, practical steps. Connect with the Breen Wealth Management team to help find a plan that's best for you.

Life insurance can help protect income, build cash value, support long-term care needs, and transfer wealth as life changes.

06/10/2026

Monthly Market Update for May 2026: May was a strong month for investors, with major indices reaching new all-time highs, even as the bond market faced challenges from inflation concerns. The S&P 500 climbed above 7,500 for the first time, supported by continued strength in technology stocks. At the same time, long-term interest rates rose to nearly two-decade highs before moderating later in the month as oil prices declined. Hopes for a peace deal in Iran also supported markets, although the situation remains uncertain. Listen here for more from Brian Breen, CFP®, CEPA.
https://breenwealth.advisorlibrary.com/monthly-market-updat-n93a7thl3u

06/09/2026

Real estate rentals could be a good source of passive income. But there's more to being a landlord than meets the eye. Check out these best practices and common pitfalls. As always, Brian Breen, CFP®, CEPA and the Breen Wealth Team are here to help you decide your next best financial move.

Real estate rentals could be a good source of passive income. But there's more to being a landlord than meets the eye. Check out these best practices and common pitfalls.

06/04/2026

As the summer approaches, it’s a great time to plan that trip you’ve always wanted to take. Or perhaps redo a favorite vacation. Or even visit with family and friends to reconnect after spending time apart. If not a trip, what is left on your bucket list? The Breen Wealth Management Team can help you plan for all of your summer goals.

A CFP® professional can help you budget for your retiree bucket list. As you plan your retirement activities, it is worth considering that your Go-Go years are the time when you’ll have the most energy and resources to finish bucket list items.