Wealth Management Strategies, Inc.

11/29/2022

11/15/2022

03/08/2021

Education is an investment into human capital!

That’s why at Wealth Management Strategies, we support and have a strong relationship with our PBS station, WQED.

In fact, if you watch the station, you may spot a familiar face! It was a pleasure to be asked once again to speak at WQED. In this clip from February 27, I explain the importance of keeping your retirement plans up to date during not just times of uncertainty, but for all of life’s milestones. To watch the full clip, click play:

03/08/2021

WQED would like to thank Wealth Management Strategies, Inc. for helping us... help you! As financial guru, Ed Slott was educating our viewers on key retirement savings strategies, our friends at Wealth Management pledged a dollar-for-dollar matching gift and incentive to the tune of $5,000! They know a sound investment when they see one, and they banked on YOU, the members of WQED! 👏

12/31/2020

Since the founding of WMS, giving back has always been, and continues to be, one of our firm's guiding principles. In these challenging times, our team is dedicated to doing our part to help take care of those in need. In the spirit of giving and the holiday season, we made a donation to No Kid Hungry in honor of our clients and friends.

1 in 4 children in the United States could face hunger this year because of the coronavirus. To help these children and their families, Wealth Management Strategies, Inc. will match any donations up to a total of $5,000 to this worthwhile organization.

See the following link to view our page: http://join.nokidhungry.org/site/TR?px=1938710&fr_id=1473&pg=personal

We appreciate any support from our clients, friends, and local communities.

In lieu of holiday gifts for our clients this year, we made a gift to No Kid Hungry in honor of our clients and friends.  1 in 4 children in the United States could face hunger this year because of the coronavirus. Because we find this unacceptable, Wealth Management Strategies, Inc. will match you...

07/31/2020

An emergency fund is important for everyone, regardless of age, living expenses, or net worth. Avoiding an emergency fund that is overfilled is equally important because too much cash can be too much of a good thing. Instead, during times when the market is turbulent, think seriously about what your cash-needs might be for the next 12-24 months.

07/29/2020

How do you tune out the noise?

At Dimensional, we believe that the right financial advisor plays a vital role in keeping investors focused on what really matters.

07/27/2020

When you understand the complications and consequences of transferring your assets to another person or entity, you are able to combat problems early and on your terms. Our experience and expertise also helps us to recognize when changes to your goals or circumstances warrant a revision to your plan. https://bit.ly/3cNsxTG

07/25/2020

We ultimately believe that as long as our clients and friends stay the course we've charted together, there will be minimal impact on current and future financial planning and retirement funds. However, we do want you to be aware of the RMD rollbacks and benefits, so please contact our team to discuss further how this applies to you.

In an unexpected move on Tuesday, the IRS announced new guidance around required minimum distribution (RMD) rollbacks. The new guidelines state that those who took a 2020 RMD can roll funds back into a retirement plan by, or before, August 31st. Learn More…

07/24/2020

Our advisors serve as confidants and stewards for our clients' financial lives. Every decision we make is based on how we can help maximize the opportunities and combat the challenges wealth creates, so our clients can use their money to enjoy their lives.
https://bit.ly/30Nrazu

07/22/2020

We facilitate the most tax-efficient methods for leaving your assets to individuals and organizations, to help ensure their transfer most closely aligns with your wishes. Our experience and expertise also helps us to recognize when changes to your goals or circumstances warrant a revision to your plan. Contact us to learn more.

"The journey of a thousand miles begins with one step." -Lao Tzu

07/20/2020

Aaron’s core principle when working with clients is perspective. He works with young professionals and families at the genesis of their financial planning. He believes firmly in the importance of balance, as young families work to juggle spending, saving, planning, and life.