Wealth Management Inc.

 

  Imagine a Life Free of Worry and Regret!

 

Our Mission here at Wealth Management, Inc. is to build meaningful, long-term relationships serving a select group of families Creating Lives Free of Worry and Regret through a unique combination of Wealth Planning, Asset Management, and Life Coaching called LIFEonomicstm.  Wealth Management, Inc. is powered by LPL Financial, the nation’s largest independent broker/dealer, as reported by Financial Planning magazine, June 1996-2011 based on total revenue. We seek out and apply objective, conflict free, research and resources, using not only our entire team’s knowledge, wisdom, & experience but through our strategic partners, that of many of the top minds in finance from around the world to help optimize our clients financial wealth as well as their lives.   Our practice serves hundreds of families not only in Arkansas, but in more than 17 other states. 

Our goal is to empower our clients to spend the rest of their lives doing only that which is truly important to them with the people who are truly important to them.


             

 

 

About

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

More Newsletters →