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!
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Even low inflation rates can pose a threat to investment returns.
A quick history of the Federal Reserve and overview of what it does.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Estate conservation is too important to put off. Do you have a smart exit strategy?