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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.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This worksheet can help you estimate the costs of a four-year college program.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The uncertainties we face in retirement can erode our sense of confidence.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Have you explored all of your choices when it comes to managing your taxable income?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Smart investors take the time to separate emotion from fact.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Do you have causes that you want to support with donations? Here are three tips.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.