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.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Protect yourself against the damage that your homeowners policy doesn’t cover.
However exciting retiring abroad may sound, it deserves considerable planning.
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.
Here are 4 great, and sometimes unexpected, places to raise a family.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are hundreds of ETFs available. Should you invest in them?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Are Real Estate Investment Trusts right for your portfolio?
Investors seeking world investments can choose between global and international funds. What's the difference?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”