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
-
HOT TOPIC: Geopolitics and the U.S. Financial Markets
This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
-
Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
-
Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
-
The Employment Situation: A Closely Watched Report
Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.