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
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Good employee health can be great for the company’s bottom line.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Military families face unique challenges, making personal finance even more critical.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
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.
Learn more about taxes, tax-favored investing, and tax strategies.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Even low inflation rates can pose a threat to investment returns.
What is your plan for health care during retirement?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When should you take your Social Security benefit?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”