Your Bridge to Financial Success
Our mission is to enrich our client’s lives by empowering them to make wise and prudent financial decisions through our process of consultation, education and continual guidance
At Brook Wealth Management LLC, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
In the face of divorce, making changes to insurance coverage may be overlooked.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Don’t overlook the need for renter’s insurance if you rent your home.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What is your plan for health care during retirement?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
It’s never a bad time to speak with your financial advisor about changes in your situation.
It's easy to let investments accumulate like old receipts in a junk drawer.
A special needs trust helps care for a special needs child when you’re gone.