Prentice Wealth Management

07/22/2026

We’d like to extend our heartfelt thanks to everyone who made this year’s Golfing Fore Good charity tournament at Irondequoit Country Club a tremendous success! With your generous support, we raised nearly $9,000 for United Way of Greater Rochester and the Finger Lakes , providing healthy take home meals and snacks to ensure children can learn and grow. We were fortunate to enjoy a perfect day on the course - beautiful weather, great company, and a shared spirit of giving that made for an enjoyable event. Whether you were swinging clubs, sponsoring a hole, donating to the raffle, or cheering from the sidelines, we are truly grateful for your participation.

07/22/2026

👀 Think your budget problem is the big purchases? Think again.

It's often the $5 coffee, the extra takeout meal, or the random online purchases that quietly drain your wallet. Here's the challenge: 📱 Track every expense for 30 days. 📊 Categorize spending into "needs" and "wants." 🎯 Pick ONE realistic change. That's it!

Because saving just $2 a day adds up to $730 a year. Financial progress isn't about being perfect. It's about being aware. What's one "small" expense that surprised you when you added it up? 💰

07/14/2026

🐣We’re excited to welcome back Kaitlyn McGregor, Client Service Administrator, following her maternity leave. During her time away, she embraced one of life's most rewarding new roles; becoming a mother to Arwen Celine.

We’re grateful to have her knowledge, care, and friendly presence back on our team and we couldn't be happier for her and her growing family. Welcome back, Kaitlyn! 👶

07/14/2026

🎉This month we’re proud to celebrate Doug Greene’s 3-year anniversary with our firm.

As a Wealth Management Advisor holding both the Certified Financial Planner™ (CFP®) and Chartered Life Underwriter (CLU®) designations, Doug has become an invaluable member of our team. His deep knowledge of insurance planning and risk management has helped enhance the comprehensive guidance we provide, ensuring that clients' financial plans are protected as well as positioned for growth. We are grateful for his professionalism and commitment to serving our clients with care and insight.

Congratulations on three successful years, Doug, and thank you for the tremendous value you bring to our team every day! 👏🎉

07/10/2026

Investing Confidence Starts with Knowledge 💡

Whether you're new to investing or have been managing your finances for years, understanding the basics can help you make informed decisions and work toward your financial goals. Key traits of successful investors include patience, learning from mistakes, asking questions, and knowing when to seek professional guidance.

Remember:
✅ Start where you are; small steps matter.
✅ Don't let fear keep you on the sidelines.
✅ Diversification and a clear strategy can help manage risk.
✅ Review your goals regularly and adjust as life changes.
✅ Investing is a journey, not a competition.

The biggest risk may be not taking action at all. Empower yourself with financial knowledge and take control of your future.

07/09/2026

📜 Three Reasons You Shouldn't Put Off Creating a Will

Creating a will isn't just about planning for the future, it's about protecting the people and assets that matter most to you.

✅ Direct Your Property
A will ensures your assets are distributed according to your wishes. Without one, state laws decide who inherits your estate, and those decisions may not reflect your intentions.

✅ Provide Guidance to the Probate Court
A properly prepared will can help streamline the probate process by providing clear instructions to the court, reducing confusion and stress for your loved ones.

✅ Protect Your Children
If you have minor children, a will allows you to designate a guardian you trust to care for them. Without these instructions, the court will make that decision on your behalf.

Don't leave life's most important decisions to chance. Through our trusted network of experienced estate planning attorneys, we can help connect you with the professionals you need to create or update your will and protect your family's future.

📞 Ready to take the next step? Contact our team to get connected with an attorney and put a plan in place with confidence.

07/08/2026

🏆 Three Consecutive CFP® Pro Bono Badges. One Lasting Commitment to Our Community.

We are proud to congratulate Bill on earning the CFP Board Pro Bono Service Badge for the third consecutive year; in 2024, 2025, and now again in 2026 for providing more than 20 hours per year of complimentary financial planning to underserved members of our community.

This recognition reflects a belief that financial planning should not be reserved for a select few. Everyone deserves access to knowledgeable guidance, trusted advice, and a path toward greater financial confidence.

No matter where someone starts, meaningful financial progress is possible with:
✅ A trusted financial partner
✅ Consistent financial habits
✅ A long-term plan aligned with personal goals

By volunteering his time and sharing his knowledge, Bill continues to help make professional financial planning more attainable for individuals and families who may not otherwise have access to these important resources.

Congratulations on this well-deserved honor and for helping make a positive impact in the lives of so many. We stand with you in your dedication to advancing financial wellness and empowering others to build a stronger financial future.
https://certificates.cfp.net/profile/williamjprenticeii/wallet

07/07/2026

What happens when hype, scarcity, and index-fund expectations start driving investor decisions?

SpaceX offers a timely case study in how market excitement can distort behavior, and it may provide a glimpse of what could lie ahead for highly anticipated companies like Anthropic and OpenAI.

Before the next blockbuster IPO arrives, explore the forces shaping investor demand and why expectations don't always align with fundamentals.

👉 Read the full article:

Hype, scarcity, and index-fund expectations can distort investor behavior. SpaceX offers a timely case study and a preview of what could follow for Anthropic and OpenAI.

07/02/2026

Celebrating 250 Years of Independence 🌟
This Fourth of July is especially meaningful as we celebrate America’s 250th anniversary, a milestone that reflects resilience, opportunity, and the enduring pursuit of independence.
At Prentice Wealth Management, we’re reminded that liberty takes many forms. Just as our nation values freedom, we believe in helping our clients pursue financial independence; the confidence and security to live life on your terms. It is a privilege to serve as your partner in pursuing your financial goals and helping you build a meaningful legacy for the future.
Wishing you a joyful Independence Day filled with celebration, reflection, and time well spent with family and friends. 🎆

06/26/2026

What would you do with a windfall? A business sale. An inheritance. A bonus that lands bigger than expected. Most people assume they'd handle it well. But sudden money follows patterns. And the patterns aren't always flattering.

Psychologists call it sudden wealth syndrome: the anxiety, decision paralysis, and relationship pressure that arrive alongside a large sum. It shows up whether the windfall was a complete surprise or something you spent years building toward.

The 5 most common mistakes we see:

⏳ Upgrading your lifestyle before a strategy exists

🤝 Giving to family under emotional pressure

📊 Attempting to make decisions without professional guidance

⚖️ Freezing and making no decisions at all

📋 Missing the critical deadlines in year one

All five can be managed, but only if you get ahead of the emotions before the decisions start piling up. The most important thing you can do in the first 90 days? Maybe nothing. Tell very few people. Then consider building a team of professionals who can offer insights and guidance.
There is rarely a cost to waiting. There is frequently a cost to moving too quickly.