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.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements are designed a business against the death of a principal or key employee.
Understanding how capital gains are taxed may help you refine your investment strategies.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
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 smart strategies that may help you pursue your investment objectives
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Have you explored all of your choices when it comes to managing your taxable income?
There are nearly 1,200 ETFs available. Should you invest in them?
$1 million in a diversified portfolio could help finance part of your retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.