David Brecher, Owner of Brecher Insurance and Financial Services

01/12/2026

Happy Lunar New Year! May the year of the horse bring you opportunities for personal growth, new wisdom, and good fortune.

01/09/2026

Research shows that those who retire without structure, purpose or social connection experience faster cognitive decline, higher rates of depression, even shortened life expectancy. Learn more.

A fulfilling retirement begins with a blueprint for living, rather than simply the accumulation of a large nest egg. Financial freedom is meaningful only when it supports a life of purpose, connection and vitality.

07/31/2025

While financial security is crucial for retirement, you need a strategy beyond just money that includes purpose, structure and social connection.

While financial security is crucial for retirement, the true 'retirement crisis' is often an emotional, psychological and social one. You need a plan beyond just money that includes purpose, structure and social connection.

07/29/2025

The dispute over Jimmy Buffett's estate highlights crucial lessons for the rest of us on trust creation, including the importance of co-trustee selection, proactive communication and options for conflict resolution.

05/28/2025

Small businesses are the backbone of our communities, driving innovation, creating jobs, and making a lasting impact. This month, let’s celebrate and support the local entrepreneurs who make a difference every day!

05/26/2025

You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes. Learn about the different kinds of trusts.

You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.

05/22/2025

The pros and cons of buying a bigger home in retirement.

Upsizing, or buying a bigger home, can make your retirement feel more luxurious. There's room for grandkids and projects, but run the numbers carefully.

05/20/2025

Here are some valuable tips for first-time Medicare enrollees.

Enrolling in Medicare is notoriously complicated and can result in penalties if you get the timing wrong. Here are some valuable tips for first-timers.

03/08/2025

At our recent 2025 business meeting, we had the pleasure of hearing from Dylan Huang, member of New York Life's Senior Executive Leadership team. It's exciting to mentor the next generation of Financial Advisors, including Grace Lee who recently qualified for Executive Council. Congratulations Grace!

03/05/2025

Team Brecher recently got together for a class where we were able to cook, connect, and celebrate together. It was a perfect way to honor our hard work, our families, and the successes we share.

02/11/2025

If you're trying to locate a lost 401(k) from a previous job, you're not alone. Here are eight ways that can help you locate your account.

Over 29 million lost 401(k) accounts worth almost $1.65 trillion have been forgotten by their owners. Here are eight ways you can locate your account.

02/04/2025

Help avoid the stress of a long-drawn-out tax season by starting early: The IRS Free File tax software program is open as of January 10.

Official tax season doesn't begin until late January, but taxpayers can start filing free online returns now.