Jan Packard, CFP®
Welcome to Wealth Management Solutions, LLC where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
At Wealth Management Solutions, LLC we have a strong passion for providing our clients with valuable financial planning and investment services. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of financial concepts that may help you. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help you understand more about important concepts of financial management; to find planning, insurance, and investment services tailored to your situation and to help you learn more about who we are. We hope you take advantage of this resource, visit us often and contact us for a free consultation. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our videos and information, and we wouldn't want you to miss any developments in the are of personal finance.
Office hours are 8:30am - 4:30pm M-F
Or by appointment at a convenient time for you!
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
It sounds simple, but paying yourself first can really pay off.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
A look inside the U.S. government's statistics on household net worth.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Understanding how a stock works is key to understanding your investments.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential capital gains taxes due on your transactions.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The decision whether to buy or rent a home may have long-term implications.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.