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
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Lifestyle considerations in creating your retirement portfolio.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Try these activities to keep your brain sharp.
Here are five facts about Social Security that are important to keep in mind.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Understanding the cycle of investing may help you avoid easy pitfalls.
A quick history of the Federal Reserve and overview of what it does.
There are hundreds of ETFs available. Should you invest in them?