Your Independent Wealth Management,
Estate Planning & Tax Professionals.
Understanding Today’s Financial Environment
At Prime Wealth Management, we understand that individuals face unique challenges as they prepare for and enjoy their retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is planning for retirement, saving for college or having the proper estate plan in order, our personal service focuses on your needs, wants, financial goals and objectives.
Our professionals have years of experience in financial and tax services. We can help address your current needs and those for many years to come. We look forward to working with you through all stages of your life. Call (845) 454-9000 to speak with one of our professionals today.
"Second Opinions" are PRIME
Brokerage Accounts are carried by National Financial Services, LLC (NFS), a member of NYSE/SIPC, a Fidelity Investments® Company.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The true cost of raising a child may be far more than you expect.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Couples may be able to head off many of the problems in a marriage that money can cause.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The decision whether to buy or rent a home may have long-term implications.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What if instead of buying that home, you invested that money?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Do you have causes that you want to support with donations? Here are three tips.