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Build a Business Succession Plan

Many business owners are too busy running their company today to prepare a solid succession plan. This video offers a checklist for a smooth ownership transition in the future.


Type Video Topic Small Business

Major Federal Financial Aid Programs


The main federal education loans are the Direct Subsidized Stafford Loan, the Direct Unsubsidized Stafford Loan, the Direct PLUS Loan, and the Perkins Loan. Federal education loans generally offer more generous repayment options than private student loans.

Direct Stafford Loans

Income Tax Tips: Business Insurance

Income Tax Tips: Business Insurance

2018 Health Care Reform To-Do Lists

The Health Care Reform To-Do Checklists you will find below include  valuable information on 2018 Benefits Requirements.  You'll find a list of what needs to be completed, action steps for employers, as well as special tips and deadlines for each step.  Select the To-Do List that applies to your company's size and offerings.

Tax Cuts and Job Act: Impact on Businesses

Tax Cuts and Jobs Act: Impact on Businesses

The Importance of Goals


Financial planning is about more than just managing money. It’s about setting goals for your future and taking steps to achieve those goals. A trusted advisor can help set you on the right path and ensure you stay the course.

BFG Congratulates Its Own

Please join us in congratulating the following members of our team on some very special work anniversaries! 

We are proud to have them all as members of the Brooks Financial Group Family.

Tax Cuts and Jobs Act

woman at table

Congress has officially sent the Tax Cuts and Jobs Act to President Trump for his signature. The act makes extensive changes that may affect both individuals and businesses financial and planning considerations.  A summary can be found at the link below.

BFG and the Turkey Bowl

Brooks Financial Group, Inc. is proud to be the title sponsor of the Turkey Bowl.  This annual Thanksgiving Day football game between Calvert Hall College High School and Loyola High School is a time-honored tradition.  Families come together each year to support their team and connect with friends.  The Brooks family has special ties to Turkey Bowl, which were explained in this year's featured commercial.  

Family View: Helping Your Aging Parents

Managing personal finances can overwhelm many aging seniors. Learn what you can do to help in the monitoring of your parents’ complete financial picture.