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Creative Planning

In wealth management, creative thinking is both an art and a science. Use this video to show your clients how your creative ideas can help them visualize potential future outcomes.

 

Women: Moving Forward Financially after the Loss of a Spouse

The loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies, women are more likely to face this situation. Even if you've always handled your family's finances, the number of financial and legal matters that have to be settled in the weeks and months following your loved one's death can be overwhelming. 

Receiving Unemployment Benefits

Do you worry about changes in the economy? Have you recently been fired or a victim of downsizing? Whatever your situation, you may be wondering if you're eligible for unemployment benefits. For a basic understanding of how unemployment benefits work, read on!

Am I eligible?

Although specific eligibility requirements vary from state to state, most states have the same basic standards for collecting unemployment benefits. They include:

There's Still Time to Contribute to an IRA for 2018

Taxpayers have until their tax return due date (not including extensions) to contribute up to $5,500 to an IRA for 2018 ($6,500 if they were age 50 or older on December 31, 2018). For most taxpayers, the contribution deadline for 2018 is April 15, 2019 (April 17 for taxpayers in Maine and Massachusetts).

Make your contribution today!

Investing In Yourself as a Small Business Owner

With Brooks Financial Group, you can learn how financial planning can help small business owners design the life —and live the lifestyle—of their choosing in their retirement years.

Small Business: Exiting in Style

For many small business owners, the sale of their company is the foundation of their retirement plan. Brooks Financial Group can help you understand how the right business succession plan can help you secure your retirement.

Market Commentary

In our commitment to provide ongoing communication and leadership, we are sharing with you the outcomes of our most recent economic committee meeting for the Freedom Capital Management Strategies®. This is a detailed outline of the trends we are monitoring and their implications.  It also includes our perspectives on the market turbulence experienced over the past several weeks.  We remain pleased with the overall outcome of the Freedom Capital Management Strategies® and we will continue to keep you apprised.  To read the detail of this report, simply click on

Retirement: Get the Leadership You Need

You deserve to enjoy the rewards of your life's efforts.  Discover how the right financial leadership can make a difference.

 

Spend Less Than You Earn

Spending less than you earn is the golden rule to personal finance…and a little reminder never hurts.

Financial Literacy in the Workplace

Understanding and successfully managing your financial affairs is an important component in the life of most any working adult.  Discover the many benefits of introducing financial education programs into the workplace and see why so many employers are taking the first step to provide their employees with the financial literacy skills they need.