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
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
What kind of auto insurance should you have? Do you know?
Ascertaining the value of your business is important for a variety of reasons.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
As our nation ages, many Americans are turning their attention to caring for aging parents.
There are common mistakes you can avoid when saving for retirement.
A letter of instruction provides additional and more personal information regarding your estate.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
What does your home really cost?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
How will you weather the ups and downs of the business cycle?