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Retirement

Tax Considerations for Retirees

December 5, 2018Constance CiaricoFinancial, Investments, IRAs, Market News, Newsletter, Uncategorized

Are You Aware of Them?   The federal government offers some major tax breaks for older Americans. Some of these …

Tagged Retirees, Retirement, tax changes

Should We Reconsider What “Retirement” Means?

December 6, 2017Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News

  The notion that we separate from work in our sixties may have to go.   An executive transitions into …

Tagged baby boomers, longevity, Retirement

Getting (Mentally) Ready to Retire

July 28, 2017Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter, Uncategorized

Even those who have saved millions must prepare for a lifestyle adjustment.   A successful retirement is not merely measured …

Tagged Retirement

When is Social Security Income Taxable?

September 8, 2016Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter

The answer depends on your income. Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless …

Tagged Retirement, social security, Taxes

How Millennials Can Get Off to a Good Financial Start

June 9, 2016Constance CiaricoFinancial, Investments, IRAs, Market News, Newsletter, Uncategorized

Doing the right things at the right time may leave you wealthier later. Provided by William J. Prentice II, AWMA®, …

Tagged IRA, Millennials, Retirement, saving

New Department of Labor Fiduciary Rule

June 1, 2016Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter, Uncategorized

If you own an IRA or participate in a 401(k) plan, please read this document. The Labor Department has issued …

Tagged 401(k), DOL, Fiduciary, Retirement

You Retire, But Your Spouse Still Works

April 26, 2016Constance CiaricoFinancial, Newsletter

That development may mean lifestyle as well as financial adjustments. Provided by William J. Prentice II, AWMA®, CFP®, CIMA® Your …

Tagged Retirement, social security

Did You Hear What Happened With Social Security?

April 14, 2016Constance CiaricoFinancial, Investments, IRAs, Newsletter

Congress just eliminated two popular strategies used to get greater retirement benefits. Provided by William J. Prentice II, AWMA®, CFP®, …

Tagged Retirement, social security

Social Security Claiming Strategies

April 14, 2016Constance CiaricoFinancial, Investments, IRAs, Newsletter

What can married couples do to increase joint lifetime benefits? Presented by William J. Prentice II, AWMA®, CFP®, CIMA® What is …

Tagged finances, Retirement, social security

Financial Planning with Health Insurance in Mind

March 28, 2016Constance CiaricoFinancial, Investments, IRAs, Market News, Newsletter

How much might health care cost you someday? Provided by William J. Prentice II, AWMA®, CFP®, CIMA® “Financially speaking, what …

Tagged health, healthcare, Retirement

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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.

 

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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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