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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
How long does a $20 bill last?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
When do you need a will? The answer is easy: right now.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Are you ready for retirement? Here are five words you should consider.
Three things to consider before dipping into retirement savings to pay for college.