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Calculators

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Welcome

Simplifying and managing your financial life

William J. Sumski is a Registered Investment Advisor who is located in Harrisburg PA.  I offer a full range of financial planning, retirement planning, as well as estate planning for individuals and families.

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Vision Statement
My vision is to help my clients decide what is most important to them, and then create a plan to help them toward achieving it.  Whether its entails educating their children or grandchildren, retiring without running out of money, caring for aging parents, supporting charitable causes, traveling or some other meaningful goal.

Comprehensive Planning
Clarifying your goals sets the stage for pursuing them.  I am proud of my success in helping clients pursue a broad range of long-term objectives through our planning in areas including: retirement planning, education planning and estate planning.

Discipling Investing
Investing wisely is key to creating the future you want.  I passionately believe in managing toward your most important goals rather than chasing short-term market trends.

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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How much Disability Income Insurance do you need?

Estimate the future value of your current savings.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck