Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Always feel welcome to contact us any time, for any reason. We are here to help.
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.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The uncertainties we face in retirement can erode our sense of confidence.
When you’re married and have children, insurance needs will be different.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
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 importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
It’s never a bad time to speak with your financial professional about changes in your situation.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here’s a quick guide to checking to see if you have unclaimed money.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.