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.
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Or by appointment at a convenient time for you!
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like the junk in a junk drawer.
Should I Invest in Gold?
Learning more about gold, and its history, may help you answer that question.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
There are ways to improve your physical fitness without denting your fiscal fitness.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Understanding the cycle of investing may help you avoid easy pitfalls.
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.
Three things to consider before dipping into retirement savings to pay for college.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What does your home really cost?