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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
A collection of tips from professional travelers.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Lifestyle considerations in creating your retirement portfolio.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The decision whether to buy or rent a home may have long-term implications.
Why are 401(k) plans, annuities, and IRAs so popular?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Making the most of surprises is a great reason to work with us.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”