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 Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Understanding the economy's cycles can help put current business conditions in better perspective.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Knowing the rules may help you decide when to start benefits.
When considering life insurance, it's important to understand your options.
Knowing your options when a CD matures can help you make a sound investment decision.
It sounds simple, but paying yourself first can really pay off.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
With alternative investments, it’s critical to sort through the complexity.
Three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Smart investors take the time to separate emotion from fact.