NEWSLETTERS

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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How to make it past Quitter’s Day

How to make it past Quitter’s DayHello Independent Advisor Online (Brad Cable), As we ease into 2024, early January is an opportune time to consider the larger impact that changes you make now could have by the end of the year. Even minor adjustments to your saving...

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Unlocking Success in 2024: Start or Finish?

Happy New Year! As we embark on this fresh chapter, consider this: in some areas of life, value is unlocked by starting, while in others, it's found in the finish. What's your focus for 2024? Whether you need to kickstart new financial habits or follow through on...

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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