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A Bucket Plan to Go with Your Bucket List Rightsizing for Retirement Suddenly Single: 3 Steps to Take Now Retirement Redefined

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.

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A Decision Not Made Is Still a Decision

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Countdown to College

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Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

 

Will Power

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The Most Overlooked Item of Any Home Improvement

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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There are some smart strategies that may help you pursue your investment objectives

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A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

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

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Global and International Funds

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RE: Retirement

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Saving for College 101

Here’s a crash course on saving for college.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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