Financial Resources
Articles
Early Financial Planning Helps Women Overcome Disadvantages
Women often start at a financial disadvantage compared to their male counterparts, but early financial planning helps close the gaps.
Empowering Your Daughter to Be Financially Savvy
Our roadmap provides actionable tasks you can complete to help your daughter build strong financial habits at every age.
6 Questions to Ask Your Partner About Money
These six questions will help you and your romantic partner avoid conflicts over money and ensure your goals are aligned.
Financial Considerations for New Parents
Welcoming a child into your family requires meaningful changes to nearly every aspect of your life, including finances.
Financial Checklist for Widow(er)s
This checklist includes the financial and legal tasks that surviving spouses need to complete after losing their partner.
Would A Roth Conversion Benefit Your Retirement Plan?
Roth conversions provide significant benefits for some retirement plans, but they aren’t right for every person or situation.
Important Age Milestones in Retirement
Several milestones should be included in your retirement plan. Some let you save more, and others signal a change in approach.
Reintroducing Tonya Williams: Strengthening Brookstone’s Client-Centered Approach
Since Tonya joined Brookstone in 2022, we have thrived by focusing on personal relationships and providing people-centric advice.
7 Financial New Year’s Resolutions to Start Your Year Right
These 7 simple tasks can be completed early in 2025 to set yourself up for financial success this year and in the future.