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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The Rule of 72
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.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
These food myths will really put a drain on your wallet.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
For homeowners who think their property taxes are too high, there are ways to appeal.
Marriage changes everything, including your insurance needs.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
$1 million in a diversified portfolio could help finance part of your retirement.
When do you need a will? The answer is easy: Right Now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What are your options for investing in emerging markets?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?