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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
An inside look at how marginal income tax brackets work.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Probate can be a completely public process, or it can be managed to include as little information as possible.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Understanding the cycle of investing may help you avoid easy pitfalls.
$1 million in a diversified portfolio could help finance part of your retirement.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When do you need a will? The answer is easy: right now.
Do you have causes that you want to support with donations? Here are three tips.