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About Brooks Brown

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So far Brooks Brown has created 217 blog entries.

Tips to Serve Your Family Now and into the Future Through Smart Legacy Planning for Families

Affluent individuals often turn to legacy planning for families to ensure that they protect not only their financial standing but also their values and missions. Some of the steps they may take include designating an executor to manage the distribution [...]

2023-12-04T22:00:09-05:00Estate Planning|

How to Maximize Retirement Accounts from Former Employers

The journey to retirement spans a lifetime, marked by the pursuit of a fulfilling post-work life. Many Americans switch employers during their careers, resulting in the retention of 401(k) accounts from previous jobs. However, these dormant accounts – sometimes referred [...]

The Art of Financial Planning: Building a Solid Foundation

Some people avoid financial planning because they feel overwhelmed by all the numbers. Whether you suffer from the very real condition of arithmophobia or you simply don’t feel like you understand enough about finances to tackle your own, then this [...]

Small Business Success: Financial Planning for Entrepreneurs

Small businesses represent a crucial pillar of the U.S. economy, as they employ half of the nation’s private-sector workforce and are credited with roughly 63% of the new jobs that have been created from 1995 to 2021, as per federal [...]