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.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Investors seeking world investments can choose between global and international funds. What's the difference?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Recent changes in estate tax laws could affect the strategy you have in place.
Have you explored all of your choices when it comes to managing your taxable income?