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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.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What does your home really cost?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There’s an alarming difference between perception and reality for current and future retirees.