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.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
However exciting retiring abroad may sound, it deserves considerable planning.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Your credit score may influence how much you pay for auto and home insurance.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
In the face of divorce, making changes to insurance coverage may be overlooked.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
The decision whether to buy or rent a home may have long-term implications.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Smart investors take the time to separate emotion from fact.
Do you know these three personal finance sayings?
Understanding the cycle of investing may help you avoid easy pitfalls.
The market is as unpredictable as the weather. We’d love to help you prepare.