Slide background






  • Starting a Roth IRA for a Child or Grandchild

    This early financial decision could prove profoundly positive over time. Do you have a child or grandchild earning some income? Indirectly, that after-school or summer job might present a savings opportunity for that teenager. You could help your child or grandchild save for future goals by assisting them to...
  • How New Tax Laws Affect Small Businesses

    A recap of the major changes impacting corporations and closely held firms.   The Tax Cuts & Jobs Act changed the tax picture for business owners. Whether your company is incorporated or held closely, you must recognize how the recent adjustments to the Internal Revenue Code can potentially affect...
  • The Different Types of IRA’s

    This popular retirement savings vehicle comes in several varieties.     What don’t you know? Many Americans know about Roth and traditional IRAs, but there are other types of Individual Retirement Arrangements. Here’s a quick look at all the different types of IRAs:  Traditional IRAs (occasionally called deductible IRAs)...
  • Financing a College Education

    A primer for parents and grandparents.   A university education can often require financing and assuming debt. If your student fills out the Free Application for Federal Student Aid (FAFSA) and does not qualify for a Pell Grant or other kinds of help, and has no scholarship offers, what...
  • Legislative Insider – Spring 2018

    Tracking legislation that may impact your business, your estate, your retirement or your wallet.     Recent Developments   Tariffs on imported metals, Chinese imports. The federal government has officially imposed excise taxes of 25% on foreign steel and 10% on imported aluminum. Some nations are initially exempt from...
  • A New Day for 529 Plans

    Federal tax reforms lead to new possibilities for these education savings accounts.   Do you have a 529 college savings plan? Have you thought about opening a 529 plan account? If the answer to either question is “yes,” you should know about two major changes that broaden the possibilities...


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, 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.