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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A look inside the U.S. government's statistics on household net worth.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
There are things about Social Security that might surprise you.
Tax preparation may be the perfect time to give the household budget a check-up.
Understanding how a stock works is key to understanding your investments.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
Smart investors take the time to separate emotion from fact.
There are things you can do to keep yourself safe when you lose your wallet.
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.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.