NEWSLETTERS

New year, new rates? How to prepare or pivot, if need be.

Interest rates affect us all. Whether you’re seeking the highest rate for your savings or the lowest for your mortgage or credit cards, knowing how to manage this aspect of your finances is increasingly important in an ever-changing environment.Though most forecasters...

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Learning to Spend Money on Love

Love is in the air! And continuing in the spirit of Valentine’s Day, this week, let’s explore an often overlooked intersection - where love and money meet. Understanding the connection between your personal relationships, financial well-being, and overall happiness is...

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The Biggest Tax Mistakes

On average, people spend about nine hours completing their taxes, providing ample opportunities to make mistakes. And though errors are an inevitable part of life, the one time you really want to avoid them is on a tax return. So, now that tax season is underway, it...

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[Budgeting] A little bit louder now

Are you familiar with the Wall Street Journal columnist Jason Zweig? He’s a longtime personal finance journalist who writes about best practices for investors. For years, his consistent message about tuning out daily volatility to focus on your long-term goals has...

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Coaching for the win!

As the Super Bowl approaches, let's talk about the game-changer in financial success – having a good coach. Just like in football, a financial advisor can be your money coach, guiding you to victory and holding you accountable for those crucial financial plays. A...

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Finding “Flow”

Ever felt so absorbed in a task that time seems to fly by? That's the "flow" state – a psychological sweet spot where you're fully immersed, losing track of everything else. Now, imagine experiencing this with your finances. Financial flow isn't just about numbers;...

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D.M. Brenner, Inc.
380 Stevens Avenue, Suite 205
Solana Beach, CA 92075

Phone: (858) 345-1001
Fax: (858) 345-1054
www.dmbrenner.com

David M. Brenner, CLU®, ChFC®
California License #0801900
david@dmbrenner.com

D.M. Brenner, Inc.
380 Stevens Avenue, Suite 211
Solana Beach, CA 92075

Phone: (858) 345-1001
Fax: (858) 345-1054
www.dmbrenner.com

David M. Brenner, CLU, ChFC
CA Lic. #0801900
david@dmbrenner.com