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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Even low inflation rates over an extended period of time can impact your finances in retirement.
It may help your business be better prepared in the event of the death of a principal or key employee.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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.
What if instead of buying that vacation home, you invested the money?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How do the markets usually react to elections? Was the 2016 election any different?
Why are 401(k) plans, annuities, and IRAs so popular?