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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.

The Fortress Protecting Your Data

How is your information kept safe and secure?  Find out with the help of this simple overview. woman giving presentation

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Cybersecurity 101

Man at deskAnything the relies on the internet or is connected to a smart device can be affected by a breach in security.  Find out what this includes and how to protect yourself and your company.  

Wellness Program Considerations for 2019

male business ownerAt Brooks Financial Group, we strive to provide our business relationships with insightful, timely information to help their businesses thrive.  Wellness programs have faced unique challenges and scrutiny in 2018. As the year winds down, it’s important to review a few important areas as we launch into 2019. The article below offers some updates on:

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

99th Annual Turkey Bowl

Brooks Financial Group, Inc. is the proud sponsor of the 2018 Turkey Bowl.  A community tradition for 99 years, the Turkey Bowl football game is held on Thanksgiving Day and features two wonderful local high schools - Calvert Hall College High School vs. Loyola Blakefield.  Please take a moment to learn about this great tradition more by watching our commercial, shown throughout the game and televised by WMAR-2 News. 

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.

2018 Health & Welfare Plan Reporting and Disclosure Obligations

If you offer employer-sponsored health and welfare plans - such as life, disability, medical and dental – you will want to review the required reporting and disclosure obligations.  This checklist offers a great overview.

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.