16 Wall Street Cliches in 60 Seconds The Junk Drawer Approach to Investing Suddenly Single: 3 Steps to Take Now Emerging Market Opportunities
Agent Photo

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!

 

Helpful Content

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

Options When Your CD Matures

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

 

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

View all articles arrow

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise 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?”

View all videos arrow