Premier Wealth Management, Inc.

Premier Wealth Management, Inc. On your own, but not alone. Your financial situation is unique to you and you deserve a personalized approach to your financial well-being.

Our financial professionals are here as your personal coach understanding your financial values, consulting you to identify your financial priorities and then partnering with you to create a personalized road map to your financial goals. No two roadmaps are the same. You deserve a financial professional who will be with you every step of the way. Coaching and consulting you to the finish line of o

btaining your financial goals. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Premier Wealth Management, Inc. and Cambridge are not affiliated. Content provided via links to third-party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Considering selling your home? One all-too-often overlooked aspect is staging a home to be its most appealing to buyers....
09/17/2024

Considering selling your home? One all-too-often overlooked aspect is staging a home to be its most appealing to buyers.

The good news is that we’re here to help, starting with this staging tip: create an emotional connection.

This is just a beginning step in transforming your space into a buyer's dream. Reach out if we provide additional guidance on your real estate journey — we’re here to help!

Back-to-school season is here! As you stock up on school supplies, don’t forget about key children’s health moves. Swipe...
09/13/2024

Back-to-school season is here! As you stock up on school supplies, don’t forget about key children’s health moves.

Swipe through for some tips to ensure your little scholars start the year healthy and happy ↩️

Here’s to a fantastic and healthy school year ahead! 🎉

As the new school year draws near, it's an important moment for families navigating through the journey of co-parenting....
09/10/2024

As the new school year draws near, it's an important moment for families navigating through the journey of co-parenting. Our team understands that transitions like these can bring about significant changes to daily routines, care requirements, and financial considerations.

With that in mind, know that we are here to help ensure that your legal arrangements reflect any new phases in your child’s life, promoting their best interests and maintaining harmony for everyone involved.

Whether you're curious about potential adjustments or just looking for peace of mind, our family law team is ready to guide you through the process. Reach out anytime!

Today, let's celebrate the power of retirement planning and the incredible benefits of 401(k) plans! Swipe through for t...
09/06/2024

Today, let's celebrate the power of retirement planning and the incredible benefits of 401(k) plans! Swipe through for three essential facts about 401(k)s that everyone should know.

As always, reach out if we can be of assistance. We are here to help.

When we read stories that make us smile, we like to share them with our network! 😊Imagine walking your dog and stumbling...
08/30/2024

When we read stories that make us smile, we like to share them with our network! 😊

Imagine walking your dog and stumbling upon a piece of history. That's exactly what happened to 12-year-old Rowan Brannan and his mother, Amanda, in Sussex, England. What Amanda initially dismissed as just some old strapping turned out to be a golden treasure from the first century AD!

Rowan's adventurous spirit and curiosity led him to discover something truly extraordinary — a 2,000-year-old gold band, proving that sometimes, the most remarkable treasures are just beneath our feet.

Read the full story using this link: https://www.goodnewsnetwork.org/boy-finds-rare-gold-roman-bracelet-in-a-field-where-it-was-lying-for-2000-years/

As life expectancies increase, the excitement of living longer also brings new considerations in financial planning. Tha...
08/28/2024

As life expectancies increase, the excitement of living longer also brings new considerations in financial planning. That is why it is important to prepare for a retirement that might last longer than you expect.

There are a variety of strategies that can be employed to ensure income well into a retiree’s golden years, including:

🗓️ Annuities can be an ideal option for some Americans, as they offer regular lifetime income.
📈 In some cases, a person approaching retirement age delay may want to delay taking Social Security, as waiting increases monthly payouts by 8% annually up until age 70.
📈 Additionally, your Social Security allotment is based on your 35 highest-earning years, adjusted for inflation. After 35 years of employment, every additional higher-earning year can cancel out a lower-earning year.

Have questions about your retirement plan? Feel free to reach out to us anytime to discuss how we can help you manage your finances for a longer, more fulfilling retirement.

Did you know life insurance can be a powerful tool in planning your retirement? Here’s how you can tap into your policy ...
08/26/2024

Did you know life insurance can be a powerful tool in planning your retirement? Here’s how you can tap into your policy to maintain your lifestyle when you retire:

✅ Build a Cash Reserve: Permanent life insurance policies accumulate cash value over time. This isn't just a safety net. It's a growth opportunity that can support your finances as you age.
✅ Tax-Free Retirement Income: With careful planning, you can withdraw from your policy’s cash value tax-free, as long as it doesn’t exceed the premiums you’ve paid.
✅ Borrow from Yourself: Need a loan? Borrow against your permanent policy's cash value. It’s like giving yourself a financial boost with no immediate repayment required. Keep in mind it will reduce the death benefit if not repaid.
✅ Sustain Your Policy: Nearing retirement and revising your budget? You can use your policy’s accrued cash to continue covering its premiums. It’s self-sustaining insurance!

Have questions or need more info? Feel free to call or email us anytime! We're here to help you navigate your retirement planning with the best tools available.

Given the level of inflation Americans experienced in the previous few years, it's no shock that 56% of American househo...
08/26/2024

Given the level of inflation Americans experienced in the previous few years, it's no shock that 56% of American households have been in credit card debt for at least a year.

Moreover, with three out of five Americans living paycheck-to-paycheck, the financial challenges for many families are mounting. The good news for Americans in this situation: there are practical steps to mitigate the financial strain and prepare for a more stable future.

We’re sharing five such steps today. As always, if you have any questions about financial health or planning, do not hesitate to reach out. We are here to help.

Today, we wanted to extend our warmest wishes to all of those navigating the start of a new school year!Whether you’re a...
08/22/2024

Today, we wanted to extend our warmest wishes to all of those navigating the start of a new school year!

Whether you’re a student, teacher, or parent, we hope the year ahead is one of success and happiness. If you need anything as you settle into the new routine, remember that our team is just a phone call away.

With more Americans living longer, demand for health care services and long-term care providers has increased — and so h...
08/20/2024

With more Americans living longer, demand for health care services and long-term care providers has increased — and so have associated costs. Higher costs are expected to continue, and planning for these expenses is essential.

That’s why our team can help you plan early for long-term care and additional medical costs not covered by Medicare. Exploring options such as long-term care insurance and health savings accounts (HSAs) can be crucial in ensuring that you and your loved ones receive the care you need without undermining your retirement savings.

Feel free to contact our team anytime to discuss how to protect your financial future throughout retirement.

Today, we’d like to bring attention to an important, under-discussed area of retirement planning — the gender gap. Even ...
08/16/2024

Today, we’d like to bring attention to an important, under-discussed area of retirement planning — the gender gap. Even with strides toward equality, there's still a notable difference that affects women's retirement.

Swipe for an overview of the gender gap in retirement planning and ways our team can help clients combat it. And for personalized retirement guidance, do not hesitate to give our office a call. We are here to help!

Today marks an important day to reflect on our financial health and education. With that in mind, we’re sharing three ey...
08/14/2024

Today marks an important day to reflect on our financial health and education. With that in mind, we’re sharing three eye-opening stats about the state of finances in America:

Emergency Savings: Only 48% of Americans have enough emergency savings to cover at least three months' worth of expenses, as of May 2023. Alarmingly, 22% have no emergency savings at all. This underscores the crucial need for improved financial planning.

Debt vs. Savings: A concerning trend shows that 36% of U.S. adults have more credit card debt than emergency savings in 2024 — the highest percentage since 2011. Managing debt is a continuing challenge for many.

Financial Anxiety: A staggering 77% of Americans report feeling anxious about their financial situation, according to a recent Mind over Money survey by Capital One and The Decision Lab. Financial concerns range widely from savings and retirement plans to affording housing or education.

Do you relate to any of these financial realities? Our team is always happy to discuss your current financial situation and your plans for your future financial success. Reach out anytime.

Address

1011 Mumma Road, Suite 100
Wormleysburg, PA
17043

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4pm

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