NEWSLETTERS
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...
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...
[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...
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...
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;...
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...
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