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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Your credit score may influence how much you pay for auto and home insurance.
A four-step framework for building a personal legacy.
Beware of these traps that could upend your retirement.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
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.
Understanding the cycle of investing may help you avoid easy pitfalls.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The decision whether to buy or rent a home may have long-term implications.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Investors seeking world investments can choose between global and international funds. What's the difference?
All about how missing the best market days (or the worst!) might affect your portfolio.