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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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Suddenly Single: 3 Steps to Take Now
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
One of the most common questions people ask about Social Security is when they should start taking benefits.
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.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
There’s a link between debt and stress.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Are you ready for retirement? Here are five words you should consider.
Do you have causes that you want to support with donations? Here are three tips.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?