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  • 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...
  • Yes, Young Growing Families Can Save & Invest

        It may seem like a tall order, but it can be accomplished.   Provided by William J. Prentice II, AWMA®, CFP®, CIMA® Plan to put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on...
  • Getting Financially Fit for Retirement at 50

    Things for trailing-edge boomers & Gen Xers to consider. Provided by William J. Prentice II, AWMA®, CFP®, CIMA® When you turn 50, retirement starts to seem less abstract. In terms of retirement planning, a 50th birthday can act as a wake-up call. It may offer a powerful reminder to...
  • That First RMD from Your IRA

    What you need to know. Provided by William J. Prentice II, AWMA®, CFP®, CIMA® When you reach age 70½, the IRS instructs you to start making withdrawals from your Traditional IRA(s). These IRA withdrawals are also called Required Minimum Distributions (RMDs). You will make them annually from now on.1 If...
  • Do Your Investments Match Your Risk Tolerance?

    When was the last time you looked at the content of your portfolio? Provided by William J. Prentice II, AWMA®, CFP®, CIMA® When turbulence hits Wall Street, are you stressed out? If you have taken on too much risk in your portfolio – which can happen through intention or...

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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.

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.