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Navigating Uncertain Times

Navigating Uncertain Times

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.

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Debt Stress

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works

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Using smart management to get more of what you want and free up assets to invest.

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

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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

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The importance of life insurance, how it works, and how much coverage you need.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

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