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NEWS

  • 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...
  • Including Digital Assets in Your Estate Plan

    What should you know? What should your executor know?   When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets might seem like a lesser concern, perhaps no concern at all. But it is something that many are now...
  • 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...

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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.

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