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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to critical to ask yourself four key questions.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
How to help determine life insurance needs to provide for your family after you pass away.
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.
A change in your mindset during retirement may drive changes how you consider shaping your portfolio.
A few strategies that may help you prepare for the cost of higher education.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Recent changes in estate tax laws could affect the strategy you have in place.
When do you need a will? The answer is easy: right now.
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?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Why are 401(k) plans, annuities, and IRAs so popular?