Skip to content
Seth Brooks, CIMA®, CRPS®, MBA
T:
270.393.0008
F:
270.393.0280
Map & Directions
Map & Directions
X
Menu
Home
Clients
Clients
Business Owners
Corporate Retirement Plans
Families & Individuals
Healthcare Professionals
Retirees
Services
Services
Our Approach
Corporate Retirement Plan Consulting
Education Planning
Estate, Charitable Giving & Trust
Financial Planning
Fixed Income Services
Investment Strategies
Portfolio Management
Retirement Planning
Risk Management
Special Needs
About
About
Seth C. Brooks
Professional Designations
About Raymond James
Resources
Resources
WorthWhile
Contact
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
996 Wilkinson Trace, Suite C6
Bowling Green, KY 42103
T: 270.393.0008
F: 270.393.0280
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Economy & Policy
Estate & Giving
Family & Lifestyle
Financial Planning
Markets & Investing
Retirement & Longevity
Tax Planning
Topic
Education
Investment Strategy
Retirement Planning
Media
Article
Commentary
Document
Infographic
Video
April showered with tariff talk, market volatility
4/30/2025
Expect uncertainty to continue in the near term.
Read
Markets & Investing
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Read
Retirement & Longevity
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Read
Business Ownership
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Read
Retirement & Longevity
How are tariffs impacting the outlook for equities?
4/25/2025
Raymond James Chief Investment Officer Larry Adam breaks down the near-term challenges and highlights several factors that should help push the S&P 500 higher.
Watch Video
Markets & Investing
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Read
Tax Planning
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Read
Family & Lifestyle
Supercharge your retirement savings with the ‘super catch-up’ contribution
This significant change could boost your retirement savings as you approach retirement.
Read
Retirement & Longevity
Tariffs, policy uncertainty weighs on economic, investing outlooks
4/21/2025
Chief Investment Officer Larry Adam notes with volatility on the rise, maintaining a long-term view is key.
Read
Markets & Investing
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now you’re planning to use your savings....
Read
Family & Lifestyle
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials, IRA – is a powerful retireme...
Read
Markets & Investing
Load more
Load more
This website uses cookies to ensure you get the best experience on our website. By clicking ‘X’, you accept all cookies by default and exit the banner.
Manage preferences
Decline all
Accept all