Financial Resources
Articles
Why Retirement Planning is Different for Women
Most women are likely to have independent responsibility for their finances at some point in time in their lives.
Keeping Your Sanity While Working from Home
COVID-19 has forced many workers into their homes, but the adjustment can be challenging. These tips will help you stay productive and sane.
How to Succeed Financially in 2021
With 2020 coming to an end, it’s time to look forward to a new year. You can begin by creating a plan to succeed financially in 2021.
Making Financial Decisions During a Pandemic
The COVID-19 pandemic has forced changes to our daily routines. Do not let the resulting background emotions sway your financial decisions.
How Will Stock Markets and the Economy React to the Election?
Elections typically bring uncertainty, and this year is no different. However, there’s usually no reason to change your long-term strategy.
Don’t Fear a Virtual Meeting with Your Financial Advisor
Since the pandemic struck, many people are meeting with their advisors virtually. Don’t fear a virtual meeting, and use this guide to prepare.
Five Questions Women Should Ask Their Financial Advisors
There are many things women should learn about their financial advisors. These five questions will get straight to the point.
Choosing the Right Financial Advisor
Choosing the right financial advisor is similar to finding the right spouse. You and your CFP® must be able to work together to achieve your goals.
COVID-19 Update for Our Clients
An important update from Brookstone Wealth Management Founder and Certified Financial Planner™, Tami McDonald regarding COVID-19 and your investments.
Women: Get to know your Financial Advisor
A good marriage requires trust and sharing of responsibilities. But, women often make the mistake of not getting to know their financial advisor.
