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
U.S. Personal Savings Rate
What can be learned from the savings rate?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Don’t overlook the need for renter’s insurance if you rent your home.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
In the face of divorce, making changes to insurance coverage may be overlooked.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
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 some smart strategies that may help you pursue your investment objectives
What are your options for investing in emerging markets?
Do you have causes that you want to support with donations? Here are three tips.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Around the country, attitudes about retirement are shifting.
There are three things to consider before dipping into retirement savings to pay for college.