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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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A letter of instructions provides additional and more personal information regarding your estate.
To choose a plan, it’s important to ask yourself four key questions.
Knowing the rules may help you decide when to start benefits.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that home, you invested that money?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It's easy to let investments accumulate like the junk in a junk drawer.
What does your home really cost?
Why are 401(k) plans, annuities, and IRAs so popular?
Are Real Estate Investment Trusts right for your portfolio?