Perry D. Nocifora, CFP is president and CEO of Wealth Management Services, Inc. (WMS-I), and has been helping clients achieve their goals and objectives for over 25 years.
WMSI uses state-of-the-art tools and concepts to maximize your financial resources. But more importantly, we strive to provide the confidence that comes from knowing you and your family will be well taken care of, and that you have a partner in your success!
Newsletters
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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand
This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
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Grocery Games: Strategies to Help Stretch Your Food Budget
Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.