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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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
How Financial Advisors are Compensated
Read this overview to learn how financial advisors are compensated.
For some, the social impact of investing is just as important as the return, perhaps more important.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Even if you’re young and single, you should still consider protecting yourself.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Tax preparation may be the perfect time to give the household budget a check-up.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are things you can do to keep yourself safe when you lose your wallet.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, covering how bond laddering works.
Making the most of surprises is a great reason to work with us.
What is your plan for health care during retirement?