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.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Ascertaining the value of your business is important for a variety of reasons.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
There are hundreds of ETFs available. Should you invest in them?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
Three things to consider before dipping into retirement savings to pay for college.