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.
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Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Good employee health can be great for the company’s bottom line.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Life insurance proceeds are generally tax-free. But not in all cases.
The federal government requires deceased individuals to file a final income tax return.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
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.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Pundits say a lot of things about the markets. Let's see if you can keep up.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Investors seeking world investments can choose between global and international funds. What's the difference?