Having your identity stolen may result in financial loss plus the cost of trying to restore your good name. There are other ways to maximize Social Security benefits, in addition to waiting to claim them. Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The tax rules governing profits you realize from the sale of your home have changed in recent years. Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives. With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The tax rules governing profits you realize from the sale of your home have changed in recent years. Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives. With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. Over the years, we have found that a comprehensive approach is the most effective way to help our clients, who have a wide variety of needs as they maneuver through a complex financial world.
At Brookstone Wealth Management, we are financial specialists who strive to bring clarity and focus to the retirement planning of today's boomers. We employ a dynamic process that allows us to understand your past, and bring clarity to your financial future.
We utilize a passive investment philosophy rooted in academic research combined with industry leading strategies and technology that affords clients a unique advantage of knowing their financial health is in the hands of specialists.We partner with our clients with the goal of turning their goals into a reality- managing their wealth, preparing for tomorrow, and providing a trusted partner to guide them every step of the way.
We utilize a passive investment philosophy rooted in academic research combined with industry leading strategies and technology that affords clients a unique advantage of knowing their financial health is in the hands of specialists.We partner with our clients with the goal of turning their goals into a reality- managing their wealth, preparing for tomorrow, and providing a trusted partner to guide them every step of the way.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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