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 work towards creating a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
We are available to approach such challenges with experience and skill.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Regardless of how you approach retirement, there are some things about it that might surprise you.
One of the most common questions people ask about Social Security is when they should start taking benefits.
One way to find money is to examine your current spending habits and eliminate money wasters.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
There are common mistakes you can avoid when saving for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What is your plan for health care during retirement?
That big list of dreams and goals isn't the only way to look at your bucket list.
What are your options for investing in emerging markets?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.