NEWSLETTERS

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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At the top of your list

As we celebrate the holidays, I want to wish you and your loved ones a joyous and peaceful time. Now is when we often reflect on what truly matters in our lives, and I hope that your financial wellness and overall happiness are at or very near the top of your list....

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Wrap it up right`

We’re in the final stretch of 2023, and if you find yourself absorbed in the holiday hustle and bustle, let’s take a moment to pause and reflect.Reflecting on financial behavior at the end of a year can be especially illuminating. What obstacles did you face this...

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The best way to spread holiday cheer …

'Tis the season! And with it comes the age-old quandary: what do we give our loved ones? While traditional gifts such as toys and games, gift cards, and vacations are popular choices, consider giving a financial-related present. It could be the best gift of all, one...

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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