Prentice Wealth Management

10/29/2026

The holidays have a way of bringing generations together around the same table. While you're sharing stories, traditions, and memories, it may also be the perfect time to have conversations about your family's future.

These conversations aren't just about wills and inheritances. True wealth planning is holistic. It connects financial planning, estate planning, tax strategies, education funding, charitable giving, retirement goals, and the legacy you hope to leave behind.

The greatest gift you can share with future generations may not be what you leave them, but the conversations, preparation, and guidance you share with them today.

10/28/2026

Recognized Nationally. Committed Locally. Proudly Serving Our Community.
We’re honored to share that our firm has been featured in an InvestmentNews article and recognized with the Leading RIA East Award. While we are grateful for the national recognition, what makes this achievement especially meaningful is the opportunity to continue serving the clients, families, businesses, and organizations that make our community such a special place to live and work.
This award reflects the dedication of our talented team, the trust of our clients, and the valued relationships we've built throughout the region. We are proud to be part of a community that inspires us every day to deliver exceptional service and make a lasting impact.
Thank you to everyone who has been part of our journey. We look forward to continuing to grow, serve, and support our community for years to come. Read the article here: https://www.investmentnews.com/best-in-wealth/leading-rias-east/268562 Award notification took place on 8/21/2026. Data collection for the 2026 InvestmentNews Leading RIA East award was based on publicly shared information from the SEC and typically evaluates firm metrics from the preceding 12 to 18 months leading up to the nomination or evaluation cycle. No fee was paid in consideration for this award.

10/28/2026

In a world overflowing with information, you don't need more data. You need judgment, perspective, and a trusted partner to help you navigate life's biggest decisions.

Whether it's retiring after decades of work, selling a business, navigating divorce, or planning a legacy, these aren't just financial decisions. They're deeply human ones.

AI can help advisors work smarter, but it can't replace empathy, trust, experience, or the ability to coach someone through uncertainty. The most valuable financial advisors aren't just investment managers. They're coaches, sounding boards, and guides who help clients move forward with clarity and confidence.

Because long after the spreadsheets are forgotten, people remember who helped them make the hard decisions when it mattered most.

10/22/2026

Would you recognize a ransomware scam before it's too late?

Many ransomware attacks start with something simple: an email attachment, a text message, or even a pop-up claiming there is a problem with your device. Their goal is to create panic and convince you to act quickly.

Protect yourself by:
• Pausing before clicking suspicious links
• Keeping your devices updated
• Backing up important files regularly
• Using strong passwords and multifactor authentication
• Staying cautious of unexpected messages and pop-ups

Your security is important to us. If you ever receive a suspicious email, text message, phone call, or online request and aren't sure whether it's legitimate, we're always happy to be a trusted first resource and help point you in the right direction.

10/20/2026

We're still smiling from our Fall Fest open house & picnic! Thank you to the clients, colleagues, families, and friends who spent part of your night with us. It was wonderful to connect and we look forward to this event all year. The photo gallery is now live 📸 Huge shoutout to North Glow Photography for the beautiful shots, Nate Michaels for the amazing music, Strangebird for the award winning craft b**r, Texas BBQ Joint for the delicious spread and the Dainty Donut Truck for the sweet treats!

Check out this Presentation (4:3) designed by Constance.

10/16/2026

🎉Behind every strong team is strong leadership.

Bill, Shawn and Amanda, we're proud to recognize each of you this Boss’s Day! We’re grateful for three leaders that shape our vision, support our growth, and inspire us to continually raise the bar. Thank you for your dedication, strategic direction, and unwavering commitment to our clients and our team.

We appreciate all that you do and the example you set each day!

10/09/2026

Markets rarely move in a straight line, and they almost never wait for the news cycle to feel comfortable. In fact, some of the strongest market periods happen while investors are surrounded by unsettling headlines: geopolitical...

Learn what's behind recent market surges, and stocks that hold up better than headlines might imply.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

If you're a member of the armed forces, your commitment to protecting our country deserves a strong financial strategy as well.

One often-overlooked opportunity? IRA contributions.

For 2026, service members can contribute up to $7,500 to an IRA, with an additional $1,100 catch-up contribution available for those age 50 and older. And in some cases, you may also be able to contribute to an IRA for a spouse, helping your household save even more for the future.

A few important considerations:

✅ Traditional IRA contributions may be tax-deductible, depending on factors such as income, filing status, and participation in retirement plans like the Thrift Savings Plan (TSP).

✅ Roth IRA contributions are not tax-deductible, but qualified withdrawals are tax-free in retirement.

✅ Military members can generally count nontaxable combat pay as compensation when determining IRA contribution eligibility, creating valuable retirement-saving opportunities.

✅ The deadline to make IRA contributions for a tax year is typically the tax filing deadline of the following year.

The right retirement savings strategy depends on your unique situation, including your income, tax considerations, and long-term goals. Taking time to review your options today can make a meaningful difference tomorrow.

The best financial defense is a coordinated one. Working closely with a financial advisor can help ensure you're making the most of the retirement planning opportunities available to you and your family.