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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.
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.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Understanding the types of long-term-care services—and what those services could cost—may be critical.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Recent changes in estate tax laws could affect the strategy you have in place.
What are your options for investing in emerging markets?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.