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
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Here's a breakdown of how the federal government spends your tax money.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Do you have an estate strategy? You should.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Here is a quick history of the Federal Reserve and an overview of what it does.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you died, what would happen to your email archives, social profiles and online accounts?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are hundreds of ETFs available. Should you invest in them?