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.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
An increasing number have been developed to help individuals with their personal finances.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Term insurance is the simplest form of life insurance. Here's how it works.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
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.
The importance of life insurance, how it works, and how much coverage you need.
If you died, what would happen to your email archives, social profiles and online accounts?
There are nearly 1,200 ETFs available. Should you invest in them?
When do you need a will? The answer is easy: right now.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here are five facts about Social Security that might surprise you.