We started Brookstone Wealth Management to allow us to be a comprehensive resource for our baby boomer clients. We are here to educate and guide our clients along a path toward true financial independence. We are retirement income planning specialists. By understanding your entire financial picture we help to build a game plan to address your financial goals.
Do we have enough to live comfortably? How are we going to spend retirement? Are we properly protected if a crisis strikes? Are we going to be okay? These are the questions we help our clients to answer every day.
We encourage you to explore our site and learn more about us and a variety of educational concepts. Should you have any questions or would like more information on our firm, please feel free to call us at 508-987-0700 or email us on the form below. We look forward to hearing from you soon.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Around the country, attitudes about retirement are shifting.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Second marriages are a trigger event to revisit any existing estate strategies.
How to help determine life insurance needs to provide for your family after you pass away.
The item most homeowners forget on their home improvement project checklist is insurance.
What kind of auto insurance should you have? Do you know?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, cracking the code on bonds.
Do you have causes that you want to support with donations? Here are three tips.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The market is as unpredictable as the weather. We’d love to help you prepare.