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
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The true cost of raising a child may be far more than you expect.
What does the Tax Reform and Jobs Act mean for you?
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What does your home really cost?
There are three things to consider before dipping into retirement savings to pay for college.
The market is as unpredictable as the weather. We’d love to help you prepare.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Around the country, attitudes about retirement are shifting.