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Wealth Designed. Life Defined.TM
The Wealth Management Team's mission is to build meaningful, long-term relationships inspiring our clients to achieve True Wealth, free of worry and regret, through a unique combination of wealth planning, asset management and life coaching, called LIFEonomicsTM. We are one of the top wealth management firms in Little Rock, Arkansas serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Wealth Management, Inc. help you on your True Wealth journey.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
What can be learned from the savings rate?
Do you know where the idea of “retirement” comes from?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Around the country, attitudes about retirement are shifting.
Smart investors take the time to separate emotion from fact.
A bucket plan can help you be better prepared for a comfortable retirement.
When do you need a will? The answer is easy: Right Now.