Breen Wealth Management, LLC

09/03/2026

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

09/02/2026

Since new tariffs were announced last year, global trade has been a source of uncertainty for financial markets and the economy. In February, the Supreme Court ruled that the original “Liberation Day” tariffs were illegal, resulting in a wave of refunds to businesses that are now well underway. New tariffs have been implemented since then under different laws, including recently with close trading partners such as Canada. At the same time, tariff refunds have pushed the federal budget deficit higher, with the national debt exceeding $40 trillion for the first time and raising questions about the government's long-term cost of borrowing. Hear more from Brian Breen, CFP®, CEPA below.
https://breenwealth.advisorlibrary.com/tariff-refunds-and-t-p6yheaed4r

09/01/2026

A recent Wall Street Journal report found that Americans are moving abroad at historic levels. Modern expatriates are driven to other countries by career opportunities, lifestyle changes and the cost of living, among other factors. As with other life goals, moving to another country requires extensive planning to avoid problems and maintain financial security. If you're thinking about moving abroad when you retire, reach out to Brian Breen, CFP®, CEPA to make a plan that works for you.

Use this financial checklist for moving abroad to prepare for taxes, banking, retirement, healthcare, Social Security and estate planning.

08/26/2026

The stock market has climbed to new all-time highs following several periods of uncertainty this year. This is welcome news for investors, especially because many parts of the market have contributed to the rally, including sectors such as Energy, Information Technology, and Industrials. Interest rates are also near multi-decade highs, pushing bond yields to their most attractive levels in years. At the same time, investors should always be prepared for periods of volatility, which the past few years have shown can occur at any time. Hear more from Brian Breen, CFP®, CEPA below. https://breenwealth.advisorlibrary.com/whats-driving-stocks-ebwt4sgbme

08/25/2026

Summer is a season of transition. The days are long, the pace slows, and many of us find a little more space to reflect. If you’re approaching retirement, this season is the perfect time to take stock, not just of your financial life, but of the legacy you want to leave behind. Legacy planning doesn’t have to be overwhelming. The goal is simply to make sure your wishes are known, your documents are current and your loved ones are supported. Brian Breen, CFP®, CEPA are here to support you through all our your planning needs. Reach out today.

Create a digital “legacy folder” with copies of your estate documents, last will and testament, insurance policies, account statements, and contact information for your financial, legal and health care professionals.

08/19/2026

Can you tap your IRA to help buy a home? The short answer is yes. But the better question is "should you?" Having a financial planner like Brian Breen, CFP®, CEPA can help walk you through these questions and help determine the right path for you.

Can you tap your IRA to help buy a home? The short answer is yes. But the better question is "should you?" Here are some caveats to consider before you touch your retirement money.

08/18/2026

Keeping track of your personal finances is time consuming and not what you wanted to do in your retirement years. Luckily, there are apps created to make this easier. But be aware that you are allowing them to use your information to sell you financial and non-financial products and services that you otherwise would not have considered. The services know your income, spending patterns and the area where you live. They also expose you to a greater amount of influential advertising that can cause you to spend more money. Read here for financial app suggestions or reach out to Brian Breen, CFP®, CEPA for his top choices.

Financial apps and automated services are everywhere these days, promising to make life easier and help you make financial decisions. Here are some of the best electronic financial tools for retirees and how you should use them — as well as what’s best left to your human advisor.

08/13/2026

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