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.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
For many, retirement includes contributing their time and talents to an organization in need.
Ascertaining the value of your business is important for a variety of reasons.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Couples may be able to head off many of the problems in a marriage that money can cause.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How will you weather the ups and downs of the business cycle?
What are your options for investing in emerging markets?
With alternative investments, it’s critical to sort through the complexity.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Smart investors take the time to separate emotion from fact.
Are you ready for retirement? Here are five words you should consider.