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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Term insurance is the simplest form of life insurance. Here's how it works.
It's important to understand how inflation is reported and how it can affect investments.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Three things to consider before dipping into retirement savings to pay for college.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.