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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How Income Taxes Work
A quick look at how federal income taxes work.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Currency has been around for a long time. Here’s a quick history lesson.
An inside look at how marginal income tax brackets work.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations? Here are three tips.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, cracking the code on bonds.
What if instead of buying that vacation home, you invested the money?
Estate conservation is too important to put off. Do you have a smart exit strategy?