Financial Resources
Articles
A Planner’s Guide to Charitable Giving: RMDs, Beneficiaries, and Timing
A Planner’s Guide to Charitable Giving: RMDs, Beneficiaries, and Timing Most people give to charity the same way every year. A check goes out in December, the receipt is archived, and the gift feels finished. The cause is grateful, and there is nothing wrong...
What Is the Widow’s Penalty and How Do You Plan for It?
The widow’s penalty can affect men and women through higher overall taxes, reduced Social Security income, and higher Medicare premiums.
The Investor’s Case for a Digital Detox
Headlines and market swings push investors toward costly mistakes. A deliberate step back can protect your well-being and returns.
3 Money Rules Grandma Didn’t Know, But You Should
Your grandmother probably didn’t teach you these 3 rules of modern money management, but they are essential to your financial success.
Taking Control of Your Financial Future After Divorce
These tips will help you assess your financial position, adjust your goals, and update your financial plan after divorce.
Building Wealth as an Entrepreneur
Building wealth as an entrepreneur requires a dual focus on growing the business and extracting value for yourself and your future.
Brookstone Wealth Management in 2026: Together in Wealth, Health, and Family
Our team added new family members, life experiences, and education in 2025 to better serve our clients in 2026 and beyond.
What History Teaches Us About Market Shocks
Energy and geopolitics have contributed to several shocks in financial markets since 1970, though some have faded from memory.
Balancing Career and Home for High-Achieving Women
Women today are balancing increasing complex and demanding careers while simultaneously providing care for multiple generations.