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
Brokerage Accounts are carried by National Financial Services, LLC (NFS), a member of NYSE/SIPC, a Fidelity Investments® Company.
Helpful Content
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Rightsizing for Retirement
What does your home really cost?