Tags » Financial Planners

Financial Literacy Month Review

Since 2003, April has been designated as Financial Literacy Month, and for the entire month, we’ve been publishing a tip a day on our… 712 more words

Personal Finance

WMS Financial Planning – Bonds

One service we provide for our clients here at WMS Financial Planning, is investment planning. This is the most basic and essential service we can offer you. 376 more words

Financial Information

WMS Financial Planning – Managing Retirement Plans

Our company, WMS Financial Planning, is family owned and operated and here to assist you with whatever you may need. Our retirement planning services are exceptional as we understand how important it is to be able to enjoy your retirement but you cannot do that if you are worried about the state of your finances after you retire. 343 more words

Financial Information

What does our process look like?

A financial planning firm like ours thrives on the ability to help people save more, pay down debt, and budget more efficiently. But we aren’t able to do any of those things if clients aren’t willing to meet with us. 938 more words

Personal Finance

WMS Financial Planners – Our Associates

We are a family owned and operated team of financial planners. We are here to help you in all aspects of financial planning such as, investment planning, retirement planning, tax planning, risk management, and estate planning. 372 more words

Financial Consultant

Trading and the Titanic

Trading and the Titanic

There were three classes on the Titanic. First Class, Second Class and Third class or steerage. There is a similarity to the dynamics on Wall Street. 419 more words


Bank of Canada Annoucnement

As you know, your variable rate mortgage, line of credit and/or student loans are all based on the Prime Rate and here is your personal update from me on the recent Bank of Canada announcement on changes to their Overnight Rate which in most cases impacts your Prime Rate. 661 more words