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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This worksheet can help you estimate the costs of a four-year college program.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
A few strategies that may help you prepare for the cost of higher education.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Assess how many days you'll work in 2012 to pay federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
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.
Understanding the cycle of investing may help you avoid easy pitfalls.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Learn how to harness the power of compound interest for your investments.