Skip to content
Prime Wealth Management logoPrime Wealth Management logo
  • Home
  • About Us
    • About Us
    • Dale Rice
    • Patrick Ferguson
    • Our Custodian
    • Our Investment Philosophy
    • Why Work With a CFP
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporations
    • Corporate Retirement Plans
    • Families and Individuals
    • Retirees
  • How We Serve
    • How We Serve
    • Our Process
    • Business Planning
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Financial Planning
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Contact Us
    • Contact Us
    • Refer Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Prime Wealth Management
    3718 Falling Green Way Mount Airy, MD 21771-8014 T: 240.855.0007
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Economy & Policy
  • Topic
    • Economy
  • Media
    • Article
    • Commentary
    • Infographic
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
Infographic: College majors for bright futures and lucrative careers
Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.
Family & Lifestyle
View
Read
Comparing SBLs and student loans to cover tuition
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle
How investments are taxed
You’ve built a nest egg, watched your investments grow, and...
Family & Lifestyle
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing ...
Markets & Investing
Read
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Read
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by i...
Markets & Investing
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. ...
Family & Lifestyle
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Estate & Giving

The future at your fingertips

Prime Wealth Management logoPrime Wealth Management logo
  • Prime Wealth Management
  • 3718 Falling Green Way Mount Airy, MD 21771-8014
  • T: 240.855.0007
  • Map & Directions
  • Map & Directions

Disclosure | Form CRS | Privacy Policy