NEWSLETTERS

A Maze, Not a Dead End

Financial decisions can sometimes feel like a maze. Rising costs, changing benefits, health care questions, and nonstop news alerts can make it hard to know which direction to take. This fall makes that especially real. Open enrollment season is here for healthcare...

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Problems? Your older self already has the answers.

If you could ask your future self for financial advice, what would 80-year-old you say? Perhaps: “Worry less, save more consistently, don’t put off the conversations that matter, and just make the call to start today.” Looking ahead in this way can help bring today’s...

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Wealth Within Your Reach

We often recognize wealth in what we can see: a home, a car, or the things we enjoy. But financial resources can hold tremendous value without giving us something tangible to hold onto. That helps explain why, as mentioned in the article below, prosperity on paper...

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Your Financial Holy Grail: More Than Just a Mortgage

Since the days of King Arthur, the Holy Grail has symbolized the ultimate prize—something pursued for security, meaning, and a better future. And for decades, homeownership held a similar place in the American financial story: buy a home, pay it off, and carry that...

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The Limits of Forecasting—Human or Artificial

The Limits of Forecasting—Human or ArtificialForecasting is always appealing. If we knew what markets or interest rates would do next, planning would be simple. That temptation has only grown with AI, with some suggesting it could eventually reliably out-predict...

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TL;DR: The Waiting Is The Hardest Part

Nobody likes waiting. Not in traffic, not in line, and definitely not when money is involved. We want the answer now, the red light to turn green, and to pull the “Advance to Go” Monopoly card so we can collect our $200. Even talking about waiting can feel like too...

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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