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BUSINESS,

FINANCIAL,

&

ECONOMIC

NEWS

  • How Gen X’ers Can Get Their Retirement Savings Back on Track

    Steps that may help to address a savings shortfall. Provided by William J. Prentice II, AWMA®, CFP®, CIMA® Were you born within the years 1965-1980? That makes you a member of Generation X, and it means you are between ages 35-50. Gen Xers now constitute “the sandwich generation” –...
  • Comprehensive Financial Planning: What It is, Why it Matters

    Provided by William J. Prentice II, AWMA®, CFP®, CIMA® Your approach to building wealth should be built around your goals & values. Just what is “comprehensive financial planning?” As you invest and save for retirement, you will no doubt hear or read about it – but what does that...
  • Tax Preparation Options for 2016

    Provided by William J. Prentice II, AWMA®, CFP®, CIMA®   The goal of Prentice Wealth Management is your financial success. For your convenience we would like to present the following options for your tax preparation. Prentice Wealth Management has no affiliation or financial arrangement with either of these options...
  • Your Annual Financial To Do List for 2016

    Provided by William J. Prentice II, AWMA®, CFP®, CIMA®               What financial, business or life priorities do you need to address for 2016? Now is a good time to think about the investing, saving or budgeting methods you could employ toward specific objectives....
  • Paying for College While Saving for Retirement

      Provided by William J. Prentice II, AWMA®, CFP®, CIMA® It can be done. All across America, families are meeting a mighty financial challenge – the challenge of paying college costs with retirement potentially on the horizon. How do they do it? They go about it consistently; they also...
  • What’s Your Financial Health Score?

    Provided by William J. Prentice II, AWMA®, CFP®, CIMA® In the future, will you become wealthier or poorer? Who knows, right? It seems like you would need a crystal ball to really answer that question given life’s up and downs. What if the answer is right in front of...

Info

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.

Licenses

William J. Prentice II AWMA®, CFP®, CIMA® is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, HI, IN, MD, MA, MI, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VA & WA.

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.