Improving the Trajectory of Your Financial & Retirement Future

TOOLS & INSIGHTS

We want to provide you with the tools and resources to use throughout your retirement planning journey.

Bear Market Survival Guide: How to Overcome Retirement Income Challenges & Protect Yourself from Market Volatility

The right asset allocation could reduce your exposure to market volatility. However, you also may want to incorporate other vehicles that can minimize risk and protect your retirement income. In this guide, you’ll identify unique challenges that retirees face and gain tools that could help you enjoy the retirement you’ve always imagined.

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Check Out Our Complete List of Suggested Reading Materials

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Join Us as We Take a Deep Dive into Important Topics

How to Adopt a Tiny Human

Looking to grow your family? Adoption may be something you’re considering. Take some time to learn about what can be a complex and rewarding undertaking.

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Where, oh where, does all my cash go?

If you don’t have a granular view of your cashflow and you wonder why you aren’t able to save more, then check out our latest presentation and utilize our complimentary Cashflow Worksheet.

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People Don’t Plan to Fail, They Fail to Plan

With the debt ceiling climbing, inflation posing a potential threat, we'd be fools not to start and/or enhance our tax minimization planning. Reinforce some things you may be familiar with and will hopefully introduce a few things that you haven't considered previously.

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Understand important information directly from the IRS and Social Security Administration.

Ready to change the trajectory of your financial & retirement future?

Interested in learning more about how we can help you navigate the journey toward reaching your financial goals and dreams? Please contact us to schedule a complimentary, no-obligation consultation.

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The Alchemists & Margaret Koosa offer Investment Advice through Brookwood Investment Group, LLC, 3930 E. Ray Road, Suite 155, Phoenix AZ 85044. Brookwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Additional information about The Alchemists and Brookwood Investment Group is available on the SEC’s website at www.adviserinfo.sec.gov. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Brookwood offers, or that its personnel possess a particular level of skill, expertise or training. Additional information pertaining to Margaret Koosa and/or Brookwood’s registration status, its business operations, services, fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. Click here for full Disclosure.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

ARE-13256 | 22508-2022/12/28