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Announcements

Annual Financial To-Do List for 2019

October 10, 2019Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter, Uncategorized

Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need …

Tagged end of year considerations, planning for 2020, to-do list

Tax Moves to Consider in Summer

August 7, 2019Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News

Now is a Good Time to Think About a Few Financial Matters   Consider making tax moves earlier rather than …

Tagged tax returns, tax strategy

Long-Term Investing Truths

June 12, 2019Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter, Uncategorized

Key lessons for retirement savers.  You learn lessons as you invest in pursuit of long-run goals. Some of these lessons …

Tagged investing, long term investing

Why Medicare Should Be Part of Your Retirement Planning

May 8, 2019Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter

The premiums and coverage vary, and you must realize the differences.   Medicare takes a little time to understand. As …

Tagged Eldercare, financial planning, Medicare

IRA Withdrawals That Escape the 10% Penalty

April 23, 2019Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter, Uncategorized

The list of these options has grown.   An IRA, or Individual Retirement Account, is a tax-advantaged savings account that …

Tagged IRA, IRA Withdrawal

Your Emergency Fund: How Much is Enough?

March 22, 2019Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter, Uncategorized

An emergency fund may help alleviate the stress associated with a financial crisis.   Have you ever had one of …

Tagged emergency fund, storm damage, unexpected expenses

Tolerate the Turbulence

December 13, 2018Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter

Look beyond this moment and stay focused on your long-term objectives   Volatility will always be around on Wall Street, …

Tagged stock market, turbulence, volatility

No, That Is Not the I.R.S. Calling

November 26, 2018Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter, Uncategorized

Watch out for crooks impersonating I.R.S. agents (and financial industry professionals).    Do you know how the Internal Revenue Service …

Tagged Investment, IRS, scams

Is Generation X Preparing Adequately for Retirement?

November 26, 2018Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter, Uncategorized

Future Financial Needs May Be Underestimated If you were born during 1965-80, you belong to “Generation X.” Ten or twenty …

Your 2019 Financial To-Do List

November 15, 2018Constance CiaricoAnnouncements, Financial, Market News, Newsletter, Uncategorized

Things You Can Do for Your Future as the Year Unfolds What financial, business, or life priorities do you need …

Tagged financial considerations, financial planning, retirement savings

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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.

 

© 2020 Prentice Wealth Management, LLC

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

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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.

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