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.
Helpful Content
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.