Welcome! Premier Partners Wealth Management is a locally owned small business here to help you navigate the complex choices and challenges that planning for the future can bring. Whether your financial goals are a far off dream or a soon to be realized reality, the steps you take today can help you enjoy independence and confidence throughout all the stages of your life.
Please explore our website to learn more about our team and find helpful links to more information. Follow the link directly below for a Free Portfolio Risk Analysis. Your results can help us evaluate how your current portfolio lines up with your tolerance for risk. We encourage you to reach out to us with any questions or to schedule an appointment with any member of our team.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Reasons to retain your coverage into your retirement years.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
There is nothing to fear but fear itself, especially when it comes to personal finances.
With a new administration, things will change, but no one knows exactly how. Here’s a little insight.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
When markets shift, experienced investors stick to their strategy.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are a lot of myths around whole life. Get the facts here.
How will you weather the ups and downs of the business cycle?
All about how missing the best market days (or the worst!) might affect your portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.