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Taxes

1099 Forms

February 14, 2019Constance CiaricoFinancial, Investments, IRAs, Newsletter, Uncategorized

Explaining these ubiquitous forms and their uses.    What is a 1099 form? This is a record of payment from …

Tagged 1099 forms, Taxes

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

Will You Avoid These Estate Planning Mistakes?

January 14, 2016Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter

Too many wealthy households commit these common blunders. Provided by William J. Prentice II, AWMA®, CFP®, CIMA® Many people plan …

Tagged estate planning, Retirement, Taxes, trust

Tax Preparation Options for 2016

November 9, 2015Constance CiaricoAnnouncements, Financial, Investments, Market News, Uncategorized

Provided by William J. Prentice II, AWMA®, CFP®, CIMA®   The goal of Prentice Wealth Management is your financial success. …

Tagged Taxes

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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