Middlebrook Wealth

With over 15 years of experience in project management, disaster management, culinary arts, and community service, Elizabeth Stover brings creativity, leadership, and a passion for helping others to her role as a Client Service Associate at Middlebrook Wealth. Her diverse skillset and dedication to clients make her an invaluable asset to the team. Learn more: https://lnkd.in/erdmMH2R #MiddlebrookWealth #MeetTheTeam #StauntonVA #BerryvilleVA #CharlottesvilleVA #MeetOurTeam #FinancialAdvisors

As the U.S. dollar shows signs of weakening, investors must stay alert to the global impacts of currency fluctuations, from trade balances to the returns on international assets. Our latest insight delves deeper into the factors influencing the dollar's trajectory and offers strategies to help keep your portfolio resilient. Read more here: https://lnkd.in/g-VjN54r

Understanding Required Minimum Distributions (RMDs) is essential for managing retirement accounts. Once you reach age 73, you're required to withdraw a minimum amount each year or risk costly penalties. #MiddlebrookWealth #RequiredMinimumDistributions #RetirementAccounts #FinancialStrategy #StauntonVA #CharlottesvilleVA

Ashley brings a unique blend of expertise from her background as a Parks and Recreation professional, where she specialized in environmental education and large-scale event planning. Now, she's channeling her strategic mindset and partnership-building skills into helping clients achieve their financial goals. Learn more: https://lnkd.in/erdmMH2R #MiddlebrookWealth #MeetTheTeam #StauntonVA #BerryvilleVA #CharlottesvilleVA #MeetOurTeam #FinancialAdvisors

As we approach year-end, our team is eager to help you make the most of every opportunity. By reviewing your tax return, we can fine-tune strategies so you are able to start the new year with a plan that aligns with your financial goals. #MiddlebrookWealth #StauntonVA #CharlottesvilleVA #BerryvilleVA #FinancialStrategies #TaxReturns #FinancialGoals

Timing is key when it comes to converting your IRA to a Roth. We collect your tax return and payroll stubs at the end of the year to ensure we have the most accurate information available. Our team at Middlebrook Wealth then analyzes your income to develop an optimal conversion strategy, all while staying mindful of deadlines before the new year. Reach out to us to ensure your conversion has the right strategy in place: https://lnkd.in/ecx83d6c #MiddlebrookWealth #IRAtorothconversion #financialplanning #taxstrategy #yearendplanning

In a 'higher-for-longer' environment, traditional income strategies alone may not be enough to protect purchasing power and ensure growth. In our latest insight, we explore alternative income options—from high-dividend stocks to real assets—that can provide both stability and growth. Shifting focus to a multi-asset approach can help you navigate today’s complex market and meet your income goals. Read more here: https://lnkd.in/eCT-J8TZ

Mari is a Client Service Associate with the primary goal of fostering supportive connections and positive communication. By combining her creative skills with a personal approach, Mari inspires and unites people both on and off the yoga mat. We are incredibly proud to have her on the team and can't wait to see the positive impact she will have on clients. #middlebrookwealth #staunton #charlottesville #berryville #welcometotheteam #clientserviceassociate #financialadvisors

The final stretch of 2024 brings a dynamic market landscape, with opportunities and key shifts that could impact your financial plan. In this month’s market commentary, we break down economic trends, equity market volatility, and global influences—plus actionable steps for a strong start in 2025. Read more here: https://lnkd.in/emszWXwB

Thank you to everyone who joined us last weekend for our celebration of partnership, trust, and success! Your continued support means the world to us, and we are grateful for the opportunity to recognize and appreciate each of you. #MiddlebrookWealth #clientappreciation #celebratingtrust #thankyou #continuedsupport