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1404 East Chocolate Avenue
Hershey, PA 17033
(717) 533-3020
tom@yourwm.com

Where Is the Market Headed? Retiring the 4% Rule The Power of Tax-Deferred Growth Social Security: By the Numbers

Welcome

Wealth Management Services is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (717) 533-3020. We look forward to hearing from you.

Helpful Content

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

 

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Saving for College 101

Here’s a crash course on saving for college.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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