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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What’s in Your 401(k)?
Contributing to your 401(k) can be a big step toward a more comfortable retirement, but it’s important to understand exactly what you are getting for your money.
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Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
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Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
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What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.