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.
Brokerage Accounts are carried by National Financial Services, LLC (NFS), a member of NYSE/SIPC, a Fidelity Investments® Company.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Should You Tap Retirement Savings to Fund College?
Three things to consider before dipping into retirement savings to pay for college.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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.
There are some key concepts to understand when investing for retirement
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you have causes that you want to support with donations? Here are three tips.
Learning more about gold, and its history, may help you answer that question.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Have you explored all of your choices when it comes to managing your taxable income?
What does your home really cost?