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: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
-
Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
-
All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
-
SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Calculators
-
Car Affordability
How much can you afford to pay for a car?
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.