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personal finances

Helping Your Parents Manage Financial Tasks

July 18, 2019Constance CiaricoUncategorized

How can you make things easier on them later in life?   Worldwide, the number of people aged 60 and …

Tagged Eldercare, personal finances

Could You Improve Your Personal Finances Today?

January 4, 2017Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter

Simple decisions & new habits might lead you toward a better financial future. In life, there are times when simple …

Tagged personal finances, reduce debt, Savings

Securities and advisory services offered through Cadaret, Grant & Co. Inc. a Registered Investment Advisor, and member FINRA/SIPC.  Additional advisory services offered through Prentice Wealth Management, LLC, a 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:

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.

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