R.L. Brown Wealth Management

R.L. Brown Wealth Management Financial Planning | Retirement Planning | Estate Planning | Business Planning At R.L.

Brown Wealth Management we specialize in financial planning, retirement planning and estate planning. Our services and products include:

Comprehensive Financial Planning
Retirement Income Planning
Investment Portfolio Management
College Savings Planning (529 Plans)
401k, IRA, and Trust Planning
Life Insurance
Disability Insurance
Long Term Care Insurance

Freedom. Flexibility. Peace of mind. That's what you're really planning for—not just a number. This guide can help.
01/27/2026

Freedom. Flexibility. Peace of mind. That's what you're really planning for—not just a number. This guide can help.

See the moves to make now.

When you take Social Security. How you handle debt. Whether you plan for healthcare costs. The decisions you make in the...
01/20/2026

When you take Social Security. How you handle debt. Whether you plan for healthcare costs. The decisions you make in the years before retirement can echo for decades. This guide helps you think them through.

Get proactive with the Anti-Regret Playbook.

Claiming Social Security early. Ignoring long-term care. Carrying debt into retirement. These decisions can quietly shri...
01/13/2026

Claiming Social Security early. Ignoring long-term care. Carrying debt into retirement. These decisions can quietly shrink your future freedom. Here's the full list—and what to do about each one.

Spot the missteps before they cost you later.

What do retirees wish they'd done differently? This guide reveals the most common answers—and what you can do about it n...
01/06/2026

What do retirees wish they'd done differently? This guide reveals the most common answers—and what you can do about it now.

Avoid these common pre-retirement missteps.

Many of those with a net worth of $1 million or more are concerned about leaving their kids too much money. CNBC has the...
10/08/2021

Many of those with a net worth of $1 million or more are concerned about leaving their kids too much money. CNBC has the scoop https://rlbrown.co/39924b90

A survey of 2,000 individuals worth at least $1 million found that two-thirds of respondents worried about leaving their kids too large of an inheritance.

What should you know before you create a will? https://cnb.cx/3dsW6dy
06/24/2020

What should you know before you create a will? https://cnb.cx/3dsW6dy

Pandemic or not, a key aspect to consider is what would happen to your bank accounts, your home, your belongings — i.e., everything you own — and, perhaps, your dependents, if you're no longer here.

06/22/2020

Will boosted productivity from at-home workers end the office as we know it? - https://on.mktw.net/314Pi2o

If you rebuild the workplace after COVID-19, will the workers ever come back? In Silicon Valley, the answer from many tech companies is that many won’t, and...

What should everyone approaching retirement should know about Social Security? https://bit.ly/2Y5Xi1J
06/20/2020

What should everyone approaching retirement should know about Social Security? https://bit.ly/2Y5Xi1J

You don't need to know everything about Social Security, but you should definitely know these six rules.

Common advice is to delay taking Social Security to secure an increased monthly benefit, but can you actually afford to?...
06/19/2020

Common advice is to delay taking Social Security to secure an increased monthly benefit, but can you actually afford to?

Two lesser-known options for naming the Executor of your will.
06/17/2020

Two lesser-known options for naming the Executor of your will.

3 key moments where life insurance becomes most desirable - https://bit.ly/34D4UtW
06/15/2020

3 key moments where life insurance becomes most desirable - https://bit.ly/34D4UtW

A change in personal life, professional life, or a sudden outside event like losing a family member can spur people to get life insurance.

Can you claim Social Security benefits based on your spouse's earning history?
06/13/2020

Can you claim Social Security benefits based on your spouse's earning history?

Address

106 W Vine Street, Suite 300
Lexington, KY
40507

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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