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 Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
These food myths will really put a drain on your wallet.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Healthy habits are one of the greatest gifts to give your child.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
If you died, what would happen to your email archives, social profiles and online accounts?
Taking your Social Security benefits at the right time may help maximize your benefit.
What is your plan for health care during retirement?
The decision whether to buy or rent a home may have long-term implications.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.