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About Brooks Brown

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So far Brooks Brown has created 217 blog entries.

Revisit, Revise, and Strengthen Your Financial Plan for the Remainder of 2024

Planning for retirement demands a lot from us – and it’s not a one-time job. Whether it be our time, energy, or financial resources, our retirement needs are always evolving, and we must nurture our savings consistently over the years. [...]

Socially Responsible Investing: Aligning Your Values and Portfolio

In recent years, socially responsible investing (SRI) has moved from a niche approach to a fundamental strategy embraced by a growing number of investors worldwide. This investment philosophy involves selecting investments based on ethical guidelines and the potential to contribute [...]

2024-06-03T21:35:21-04:00Investing|

Navigating College Savings: Exploring 529 Plans and Coverdell ESAs

Navigating college savings is a significant concern for many families. With rising tuition costs and the increasing necessity of higher education for career advancement, parents and guardians are keenly focused on finding effective ways to set aside funds for their [...]

2024-06-03T21:30:19-04:00529|

3-Step Strategy to Clarify Your Retirement

Planning for retirement often revolves around financial security, but understanding what you truly want your retirement to look like is equally important. Clarifying your retirement lifestyle goals helps you work toward a future that fulfills your personal desires and needs [...]