Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Brunswick Wealth Management, LLC we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a more secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
When to start? Should I continue to work? How can I maximize my benefit?
Life insurance proceeds are generally tax-free. But not in all cases.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are hundreds of ETFs available. Should you invest in them?
Around the country, attitudes about retirement are shifting.
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: Right Now.