Brooks Jewett, CFP

Financial goals are reached over time. If you are ready to take the first step or to re-set, let's connect to discuss your goals.

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life.

Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.
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What are you aiming to pass along to the next generation? Let's connect.

Here’s How You Can Maintain And Transfer Generational Wealth Learn about generational wealth. Discover key investment vehicles for transferring wealth, as well as the importance of estate planning and financial literacy.

Are you building wealth? Let's connect about your financial goals.

Tax Efficiency Mastery for Financial Success As you build your wealth, tax considerations are going to become more important in protecting your earnings and staying in good standing with tax authorities.

Solar power is at the forefront of this transformation as the world pivots toward renewable energy. Visual Capitalist's latest article ranks countries by their solar power capacity, highlighting the leaders in the global shift to sustainable energy.

Discover which nations are shining brightest and how these trends could shape the future of energy production.

Read the full article here: Visual Capitalist - Countries by Solar Power Ranking

Ranked: The 15 Countries With the Most Solar Power Installed See which countries have installed the most solar power, and which ones have the fastest annual growth rates over the last decade.

📈 The Rising Cost of Government Debt: What It Means for the Future 💰

As global debt levels soar, understanding the implications is more important than ever. Visual Capitalist's latest article dives into the growing cost of government debt and what it could mean for economies worldwide.

Explore the factors driving this increase and the potential impact on future fiscal policies and economic stability.

Read more here: Visual Capitalist - The Rising Cost of Government Debt

Visualizing the Rising Cost of Government Debt The cost of servicing the national debt is surging as high interest rates push up borrowing costs amid a rapidly growing debt pile.

Have you recently inherited IRA or may you soon? What next steps will work for you? Let's talk about your options.

The Do’s and Don’ts of Inherited IRAs When you inherit an IRA, you likely have a lot of questions. Do you need to take RMDs? When? How long do you have before the account must be cleaned out?

There’s this thing called a retirement income gap. It’s when your retirement income isn't enough to cover the cost of living when you're ready to retire. Think of the retirement gap as your nemesis: it may prevent you from fully retiring or weaken your retirement. Speak with a financial professional today to make a plan for your retirement that won't be full of the unexpected.

What would you do if you won the lottery?

This thought exercise may serve as a blueprint for aligning your financial decisions with your values and goals. It may inspire you to live authentically, within your means, focusing on what will truly bring fulfillment and joy.

How to Live Like You’ve Won the Lottery Just because you haven’t won a jackpot doesn’t mean you can’t fulfill your dreams of doing what’s important to you with who is important to you.

Are you or a grandparent in your life spoiling the grandkids?

Four Money Mistakes Even Good Grandparents Make With Grandkids Of course you want to spoil your grandchildren. Who doesn't? You can do it in ways that won't teach them bad habits or set unrealistic expectations, though.

"Your health, your time, your relationships, your skills and your knowledge can be defined as wealth. These are things that money can't buy on its own, and they contribute significantly to overall well-being."

Three Ways You Can Create a Healthy Relationship With Money Understanding the why of your decisions, balancing needs vs wishes and looking at money as a resource rather than something to be accumulated can reshape your money beliefs.

Did you learn these 10 money lessons as a kid?

Financial responsibility is a necessary skill for adults. Let's all help ensure the kids in our lives learn early.

10 Essential Money Lessons To Teach Your Kids Financial responsibility is a necessary skill for adults. Since building money management skills is a lifetime journey, you should start teaching your kids at a young age.

Are you 30 or older and wondering if it's too late to save for retirement? Let's connect and discuss your financial goals.

Is Age 30 Too Late To Start Saving For Retirement? Wondering if 30 years old is too late to start saving for retirement? Here's how we were able to catch up to our retirement goals even after starting late.

Are you aware of potential financial blind spots? Let's connect to make sure you keep your eye on important factors.

Three Common Financial Blind Spots and How to Navigate Them To better protect your wealth, keep your eye on tax efficiency, appropriate insurance coverage and the possibility of multiple market outcomes.

What an inspiring story! "These habits helped me to save and invest over $1.7 million before turning 40, as a first generation Filipino American woman and self-taught money nerd."

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One frequently overlooked dynamic of retirement planning is considering what kinds of activities will fill your time during your post-career years and how well your health will support those activities as you age.

How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier, then slow things down as you get older.

Are you considering financial strategies to save for a child's future? Let's connect.

Is A Roth IRA Better Than A 529 Plan? Are you a parent looking for the best way to build a savings account for your child? Here’s a common question many seek the answer to.

Happy Independence Day!

Is your estate plan due for a check-up?

Estate Plan Check-Ups: Don’t Just Set It and Forget It Like your preventive doctor visits, you should regularly check in on your estate plan to ensure it’s in good shape for when it’s needed.

Families have many forms of capital to share with the younger generations, beyond their money.

Wealth Transfer Is About More Than Just Money Families have many forms of capital beyond their money. Here are five of them, plus ways to easily ‘transfer’ them to younger generations.

Family discussions about money are important in educating children about financial concepts and the family’s legacy. Let's connect about how to start those conversations.

Resist the Taboo: Talk to Your Kids About Family Wealth Family discussions about money are important in educating children about financial concepts and the family’s legacy.

Are you a small business owner? Here are 9 helpful strategies for maintaining cohesion in remote teams.

9 Strategies For Maintaining Cohesion in Remote Teams With the rise of remote work, maintaining team cohesion can be challenging. here are 9 strategies for maintaining cohesion in remote teams.

Do you have an emergency fund? Having a safety net can bring peace of mind. Let's connect.

Need to Build an Emergency Fund? Seven Steps to Get There Having a safety net can mean peace of mind on top of being able to maintain your lifestyle if a financial emergency strikes.

Have you considered "cash-flow planning"? It's another way to look at smart budgeting.

Budgeting too scary? Try cash-flow planning instead to help your finances Putting money away can feel like an insurmountable task, but even a little bit helps

Is your child college-bound this fall? Let's connect about your financial options and plans for the future.

Your college-bound child got less financial aid than you hoped. You’re not a bad parent if you don’t make up the difference | CNN Business The good news is your child got into college and is preparing to enroll this fall.

Making plans for Memorial Day weekend? Let's be ready for record travel crowds.

Memorial Day Weekend 2024 to See Record Travel - NerdWallet It's the unofficial start of summer and the first big holiday weekend of the season. Whether you're traveling by air or automobile, it'll be crowded out there.

Are you or someone you know getting divorced in 2024? Make sure you have an understanding of your assets, liabilities, income and expenses.

Five Tips if You’re Getting Divorced in 2024 Understanding the process and getting solid advice can help you achieve a better outcome.

Are you a Millenial or GenZer? Your generations are on the rise.
Household wealth among Americans under age 40 — which includes most millennials, who are currently ages 28 to 43, and some Gen Zers, who are currently in their teens and up to age 27 — grew by a whopping 49% between 2019 and 2023, according to a Center for American Progress analysis of Federal Reserve data.

Young Americans' wealth grew by nearly 50% over the last 4 years—it's not just from buying homes Millennials in particular have seen significant wealth gains across asset classes over the last four years.