Dueling Strategies for Retirement Funds

As your retirement date nears, you likely feel the conflict between needing to grow your portfolio, so that it will sustain you for potentially 30+ years, and the simultaneous need to protect your portfolio from catastrophic losses.

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Insuring a College Education

When investors pulled out of 529 plans during the economic downturn, insurance companies shifted their marketing to capture a growing portion of the college savings market.

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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

David M. Brenner, CLU, ChFC
CA Lic. #0801900

Alexandra Kinander, CFP®
CA Lic. #0F80681