NEWSLETTERS

The Evolution Of Goals

Financial goals naturally evolve depending on our current situation. Take a moment to self-reflect on where you are today and where you want to go.

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Be Proactive, Not Reactive

You may be getting overwhelmed by all the covid-19 news. It’s everywhere, and rightly so, the extraordinary pandemic has affected almost every aspect of our lives…

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Becoming Financially Independent

Because this July 4th is quite different from years before, it may be a good time to reflect on how the idea of independence has changed in light of the pandemic.

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What Would Dad Say?

Father’s Day is on Sunday, and as I started thinking about dads and the roles they play in our lives, I’m struck by how often I still hear my friends and clients say “let me check with my dad” whenever they need to make a decision.

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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®
California License #0801900
david@dmbrenner.com

Alexandra Kinander, CFP®
California License #0F80681
alex@dmbrenner.com

Leilani Marques Harwood
MsPFP, MPAS® , CFP®

California License # 0G08928
leilani@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

Alexandra Kinander, CFP®
CA Lic. #0F80681
alex@dmbrenner.com

Leilani Marques Harwood, MsPFP, MPAS® , CFP®
CA Lic. # 0G08928
leilani@dmbrenner.com