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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 work towards creating a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.

We are available to approach such challenges with experience and skill.

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Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Insuring Your Business With a Buy/Sell Agreement

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A Primer on Dividends

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An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

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As our nation ages, many Americans are turning their attention to caring for aging parents.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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