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Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Submitted by Brookhaven Wealth Management on January 17th, 2017

Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought was given to the expenses of a vacation or the copay costs at the doctor. There’s something beautifully unburdened in the way which children experience the world: recklessly present and innocently ambivalent.

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Long Term Care as Part of Your Multi-Generational Plan

Submitted by Brookhaven Wealth Management on January 9th, 2017

For anyone who has dealt with an aging parent or grandparent the concept of long term care is likely a familiar one. Those unfortunate enough to suffer from Alzheimer’s or other cognitive illness can end up requiring nursing care that can reach and exceed $80,000 per-year depending on the quality of care.

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An Emergency Fund for Life Unexpected

Submitted by Brookhaven Wealth Management on December 30th, 2016

One of the first lessons of finance we are taught, by our parents or through some basic personal finance course, is to make creating an emergency fund our top priority. Having a reserve of cash equivalent to six to 12 month’s worth of living expenses is considered the most fundamental principal of financial security.

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Chris Cosenza, CFP®, AIF®, Honored with the 2016 5 Star Wealth Manager Award

Submitted by Brookhaven Wealth Management on September 21st, 2016

Five Star Professional is pleased to announce Chris Cosenza, CFP®, AIF®, Brookhaven Wealth Management, Inc., has been chosen as one of Atlanta’s Five Star Wealth Managers for 2016. Read More

 

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2016 Volunteer of the Year Award-Invest in Others-Honorable Mention

Submitted by Brookhaven Wealth Management on August 21st, 2016

As many of you may know I do most of my charitable work serving Visiting Nurse Health System/Hospice Atlanta.  They are the largest non-profit provider of home healthcare, long-term care, and hospice services for the Atlanta metropolitan area, never declining anyone based on an inability to pay.  I serve on the Advancement committee and as a member o

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Chris Cosenza, CFP®, Honored with the 2015 5 Star Wealth Manager Award

Submitted by Brookhaven Wealth Management on September 11th, 2015

Five Star Professional is pleased to announce Chris Cosenza, CFP®, Brookhaven Wealth Management, Inc., has been chosen as one of Atlanta’s Five Star Wealth Managers for 2015. Read More

 

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Chris Cosenza, CFP®, Honored with the 2014 5 Star Wealth Manager Award

Submitted by Brookhaven Wealth Management on September 26th, 2014

Five Star Professional is pleased to announce Chris Cosenza, CFP®, President, Brookhaven Wealth Management, has been chosen as one of Atlanta’s Five Star Wealth Managers for 2014. Read More.

 

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Tips for Self-Employment Sanity-LocumTenens.com

Submitted by Brookhaven Wealth Management on March 3rd, 2013

Whether you're new to self-employment or an old hat, take a look at our beginner and advanced tips for the 1099 physician or CRNA. We've covered everything from taxes to incorporation, money management to retirement planning.

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Pension Plan for a Self-Employed Client

Submitted by Brookhaven Wealth Management on December 3rd, 2012

Although traditional defined-benefit pension plans have declined in popularity, financial adviser Chris Cosenza says they can be an important tool for self-employed clients who need to save as much pretax income as possible for retirement.

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Brookhaven Wealth Management, Inc.
5555 Glenridge Connector
Suite 200
Atlanta, GA 30342

5555 Glenridge Connector, suite 200, Atlanta, GA 30342

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Chris Cosenza CFP®, AIF®  is an Investment Advisory Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA/SIPC.  Brookhaven Wealth Management and United Planners are independent companies. United Planners Investment Advisory Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, MD, ME, NC, NJ, NY, SC, TN, TX.  He is also licensed for insurance business in FL, GA, MA, NC, NJ, NY, SC, TN, TX.
 
 
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately which can be achieved in 24-72 hours in most cases. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

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