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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
For homeowners who think their property taxes are too high, there are ways to appeal.
A look inside the U.S. government's statistics on household net worth.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When should you take your Social Security benefit?
$1 million in a diversified portfolio could help finance part of your retirement.
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you have causes that you want to support with donations? Here are three tips.