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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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.
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Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Savings Accumulation
Estimate the future value of your current savings.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.