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.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Around the country, attitudes about retirement are shifting.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A letter of instruction provides additional and more personal information regarding your estate.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Beware of these traps that could upend your retirement.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How will you weather the ups and downs of the business cycle?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What does your home really cost?
What if instead of buying that vacation home, you invested the money?