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BUSINESS,

FINANCIAL,

&

ECONOMIC

NEWS

  • Tolerate the Turbulence

    Look beyond this moment and stay focused on your long-term objectives   Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm.   Since the end of World War II, there...
  • Tax Considerations for Retirees

    Are You Aware of Them?   The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive.        If you are 65 or older, your standard deduction is $1,300 larger. Make that $1,600 if you are unmarried. Thanks to...
  • No, That Is Not the I.R.S. Calling

    Watch out for crooks impersonating I.R.S. agents (and financial industry professionals).    Do you know how the Internal Revenue Service contacts taxpayers to resolve a problem? The first step is almost always to send a letter through the U.S. Postal Service to the taxpayer.1 It is very rare for...
  • Is Generation X Preparing Adequately for Retirement?

    Future Financial Needs May Be Underestimated If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event in the lives of your parents or grandparents; within the next 10-15 years, you will probably be thinking...
  • Your 2019 Financial To-Do List

    Things You Can Do for Your Future as the Year Unfolds What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund...
  • A Look at HSA’s

    Health Savings Accounts may provide you with remarkable tax advantages. Why do higher-income households inquire about Health Savings Accounts? They have heard about what an HSA can potentially offer them: a pool of tax-exempt dollars for health care, a path to tax savings, even a possible source of retirement...

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Securities offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC
Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.

William J. Prentice II AWMA®, CFP®, CIMA®

is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, IN, MD, MA, MI, NJ, NY, NC, OR, PA, RI, SC and TX.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission (“SEC”) and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.