
Welcome to Prism Wealth Management online where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that may be available when you take a proactive approach to your personal financial situation. Prism Wealth Management has provided this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, and estate and wealth preservation.
Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.
We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Newsletters
-
HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
-
Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
-
Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
-
Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?