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.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
When considering life insurance, it's important to understand your options.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Four vacation destinations you might never have thought of.
It sounds simple, but paying yourself first can really pay off.
Being healthy not only makes you feel good, it may also help you financially.
Simple steps may help you foil hackers and protect your privacy.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Have you found yourself suddenly single? Here are 3 steps to take right now.
All about how missing the best market days (or the worst!) might affect your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What does your home really cost?
Do you have causes that you want to support with donations? Here are three tips.