Author: Tami McDonald

Tami W. McDonald, CFP®, is the founder of Brookstone Wealth Management. She has a Bachelor of Business Administration with a minor in Finance. She’s a graduate of the College for Financial Planning and an Accredited Private Wealth Advisor, and she holds a Certificate of Masters of Women’s Advisory (meaning she is specially trained to provide wealth advisory services specifically to women). Along with her CFP® and over 30 years in finance and investing experience, Tami holds licenses in Series 7 and 66, Annuity and Long-term Care Insurance.

9 Money Myths to Stop Believing Today

There are an abundance of financial tips and tricks available online and from loved ones, but some need to be challenged.

How Financial Fingerprint™ Can Help You Achieve Retirement Success

Financial Fingerprint™ is a unique wealth management plan that is quick to assemble, easy to understand, and simple to modify.

Financial Planning: It’s All About the E’s

Financial planning is all about the 3 e’s: establishing your goals, educating you about options, and encouraging your choices.

How Financial Planning Changes for Widows

Widows face unique financial planning challenges which often include lower income, higher taxes, and changing investment needs.

What You Need to Know About Social Security Spousal Benefits

Social Security spousal benefits provide guaranteed retirement income for those who did not work or earned less than their spouse.

Five Questions Women Should Ask Their Financial Advisors

There are many things women should learn about a potential financial advisor. These five questions will get straight to the point.

How to Retire Early

Many investors wish for an early retirement, but don’t know how to turn that dream into a reality. These steps can help.

6 Tips to Help You Succeed Financially in 2023

Give your savings a boost and progress toward your retirement goals in 2023 with these 6 tips to help you succeed financially.

Charting Your Course in a Turbulent Market

Your financial future depends on your everyday decisions. Use these tips to make advantageous choices in tumultuous markets.

Don’t Derail Your Financial Plan with Holiday Spending

Overspending at the holidays can derail your financial plan. Consider these tips for managing your spending this holiday season.

How Women Can Manage Financial Stress

Only 10% of women say they have their financial stress completely under control. These tips can help you become one of them.

Exciting Changes at Brookstone Wealth Management

Brookstone Wealth Management celebrated many exciting changes this year, including welcoming a new Associate Advisor.