Breen Wealth Management, LLC

10/31/2026

Wishing you a Happy Halloween from all of us at Breen Wealth Management! We hope your day is filled with sweet treats, fun memories, and time with the people who matter most. 🎃

10/29/2026

Estate planning is one of the most important financial and family conversations a person can have, yet it's one of the most commonly delayed. Recent studies show that a majority of Americans either have no estate plan at all or they're missing key documents such as a will, revocable trust, or powers of attorney. Even among those who understand its importance, many don't take action until a major life event, health scare, or family crisis forces the issue. Looking for help taking the first step in estate planning? Contact Breen Wealth Management today.

Many Americans delay estate planning until a crisis hits. Learn how to create, update, and maintain a plan that protects your wishes and your loved ones.

10/28/2026

The annual Social Security cost-of-living adjustment (COLA) is one of the most important developments for retirees and consumers. Not only does it affect Social Security recipients directly since it determines the increase in benefits next year, but it also reflects the broader inflationary trends affecting all consumers and investors. This is especially important today as inflation continues to add pressure to many households. Hear more from Brian Breen, CFP®, CEPA below.

https://breenwealth.advisorlibrary.com/inflation-and-social-zrqx65hrbr

10/27/2026

Some of this fourth-quarter financial anxiety stems from calendar year-end deadlines that many people wait too long to address. Required minimum distributions, charitable contributions, gifting strategies and tax-loss harvesting are all financial planning matters that are best handled well before the final weeks of the year. Brian Breen, CFP®, CEPA and the Breen Wealth team help make sure you're on track and not stressing at year end. Reach out for a meeting today.

Avoid common financial planning mistakes before year-end, from delaying tax decisions to chasing performance, timing the market and losing sight of your goals.

10/22/2026

Social media is full of financial tips and advice, but how do you know what information you can trust? While online platforms can be a great place to learn, not every financial trend or recommendation is right for your situation. If you're unsure how the advice you're seeing fits into your financial goals, Brian Breen, CFP®, CEPA and the team at Breen Wealth Management is here to help you navigate your options with confidence.

Having ready access to financial information can help give you more confidence in your money decisions, but when it comes to social media, we suggest caution.

10/21/2026

Four years ago, the S&P 500 reached its lowest level of the 2022 bear market in October. At the time, inflation was climbing at its fastest pace since the 1970s, the Federal Reserve was raising interest rates rapidly, and recession fears were widespread. Sentiment among consumers, businesses, and investors was deeply negative, and it was difficult to imagine conditions improving. Hear more from Brian Breen, CFP®, CEPA below.

https://breenwealth.advisorlibrary.com/the-bull-market-ente-uvkqu0pfoi

10/20/2026

Retirement is rarely a single step two people take together on the same morning. It is more like crossing a bridge. The near shore is the working life you have known for decades. The far shore is whatever comes next. The long span in between is where most couples live for a while, and it is common for one partner to be halfway across the bridge before the other has begun to cross it. Brian Breen, CFP®, CEPA and the Breen Wealth Team are here to help you walk through these decisions. Reach out for a meeting today.

Learn how retirement planning for couples can coordinate different retirement dates, Social Security, health insurance and household cash flow.

10/15/2026

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: Breen Wealth's Retirement Resource Center
Choose from six class options:
Tuesday, Oct. 20, 9:30-11:30am OR 2:00-4:00pm
Thursday, Oct. 22, 9:30-11:30am OR 2:00-4:00pm
Wednesday, Oct. 28, 2:00-4:00pm
https://www.rsvp.courses/EVJJEQ

10/14/2026

As interest rates have risen to multi-decade highs, one of the implications that has received less attention is the strengthening U.S. dollar. The dollar affects all aspects of financial markets, the economy, and everyday life. Its value impacts the cost of imported goods, foreign travel, the revenues of U.S. businesses that operate around the world, and portfolios with international assets. In addition, the dollar is affected by the outlook on U.S. economic growth, interest rates, and concerns around the national debt. In other words, many factors impacting global financial markets are reflected in the dollar. Hear more from Brian Breen, CFP®, CEPA below.
https://breenwealth.advisorlibrary.com/the-us-dollar-reboun-wmz93tpf0l

10/13/2026

Retirement is about more than finances. Some people pursue passion projects, volunteer work, hobbies or charitable endeavors. Others spend more time traveling or with family. The key is understanding what will occupy your time, stimulate your mind and provide a sense of purpose. Just as importantly, consider whether these activities generate income or add expenses to your budget. To determine what early retirement actually looks like for you, contact Brian Breen, CFP®, CEPA and the Breen Wealth Management team today.

Explore early retirement planning considerations, including living expenses, health insurance before Medicare, taxes and sustainable retirement income.