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.
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The true cost of raising a child may be far more than you expect.
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Savvy investors take the time to separate emotion from fact.
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Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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Overview of Medicare Advantage, what’s in them, special rules, and more.
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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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.
You’ve made investments your whole life. Work with us to help make the most of them.
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The market is as unpredictable as the weather. We’d love to help you prepare.
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