The Junk Drawer Approach to Investing Suddenly Single: 3 Steps to Take Now Emerging Market Opportunities Global and International Funds
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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

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

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

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

 

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

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What Is My Current Cash Flow?

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Protecting Those Who Matter Most

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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