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.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Do your insurance needs stay the same when the nest empties?
However exciting retiring abroad may sound, it deserves considerable planning.
Earnings season can move markets. What is it and why is it important?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There’s an alarming difference between perception and reality for current and future retirees.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Even low inflation rates can pose a threat to investment returns.