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.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
When to start? Should I continue to work? How can I maximize my benefit?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
A four-step framework for building a personal legacy.
Life insurance proceeds are generally tax-free. But not in all cases.
Do your insurance needs stay the same when the nest empties?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
How will you weather the ups and downs of the business cycle?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Bucket lists don’t have to be for tomorrow.
What does your home really cost?
Explaining the SECURE Act and how the changes affect your retirement strategy.