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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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Investors seeking world investments can choose between global and international funds. What's the difference?