Our Informative Blogs
Prime Wealth Advisors Supports PORA in Sun City West
Prime Wealth Advisors has called Sun City West home for many years. Our clients live here. We work here. We participate in local events here. And we believe being part of a community means supporting the organizations that help make that community work. That is why Prime Wealth Advisors is […]
Where Are Investment Accounts Held? – Prime Wealth Advisors
When you work with a financial advisor, two different jobs are taking place. Someone is helping guide your financial plan, and a financial institution is providing the infrastructure where your investment accounts are maintained. At Prime Wealth Advisors, we believe clients should understand both. For retirees in Sun City West […]
Make Sure the Plan Transfers Inheritance
Passing wealth to family sounds simple. You worked hard, saved carefully, and built something you want to protect. At some point, you may want that wealth to support a spouse, children, grandchildren, charities, or other people and causes you care about. But wealth transfer is rarely as simple as saying […]
Prepare for a Recession When You’re Retired
Recessions are part of the economic cycle, but they can feel very different when you are retired. When you are still working, a market downturn may be uncomfortable, but you may have time, income, and ongoing contributions on your side. In retirement, the concern is different. You may be drawing […]
The 3 Pillars of a Retirement Plan That Can Last
A retirement plan should do more than help you retire. It should help you stay retired. That may sound simple, but many people enter retirement with pieces of a plan rather than a coordinated strategy. They may have investment accounts, Social Security, an old 401(k), an IRA, insurance policies, a […]
Die With Zero?
How Sun City West Retirees Can Spend With Purpose Without Putting Retirement at Risk Some retirees spend years saving carefully, investing wisely, and preparing for the future — only to reach retirement and feel unsure about actually using the money they built. That is where the idea behind Die With […]
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