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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.

Helpful Content

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

 

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

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

Managing Your Lifestyle

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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