Breen Wealth Management, LLC

09/09/2026

The Fed’s AI Dilemma: Long-Term Perspectives: The Nobel Prize-winning economist Paul Romer once wrote that "economic growth springs from better recipes, not just from more cooking." This key idea in economics is that raising our standard of living is not just about adding more workers or more equipment, but about enabling each worker to produce not only more goods and services, but higher quality ones as well. Hear more from Brian Breen, CFP®, CEPA about AI below.
https://breenwealth.advisorlibrary.com/the-feds-ai-dilemma-mdsm21c5mt

09/07/2026

Happy Labor Day from all of us at Breen Wealth Management! 🇺🇸

Today, we celebrate the hard work and dedication that help build strong families, businesses, and communities. We hope you’re able to slow down, enjoy the long weekend, and spend some well-deserved time with the people who matter most.

Wishing you a safe and relaxing Labor Day!

09/03/2026

Talk about new heights!

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.