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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Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
There are common mistakes you can avoid when saving for retirement.
Here's a breakdown of how the federal government spends your tax money.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Military families face unique challenges, making personal finance even more critical.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
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.
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.
There are some smart strategies that may help you pursue your investment objectives
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Around the country, attitudes about retirement are shifting.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
It’s never a bad time to speak with your financial advisor about changes in your situation.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.