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.

 

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

How Does Your Credit Score Compare?

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Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

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Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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Don't let procrastination keep you from pursuing your financial dreams and goals.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

How Stocks Work

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Estimate how much you have the potential to earn during your working years.

Taxable vs. Tax-Deferred Savings

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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This calculator can help you estimate how much you should be saving for college.

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5 Smart Investing Principles

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

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

An Inside Look at Retirement Living

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

The Business Cycle

How will you weather the ups and downs of the business cycle?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Other Sure Thing

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.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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