Wealth Management Inc.

 

  Imagine a Life Free of Worry and Regret!

 

Our Mission here at Wealth Management, Inc. is to build meaningful, long-term relationships serving a select group of families Creating Lives Free of Worry and Regret through a unique combination of Wealth Planning, Asset Management, and Life Coaching called LIFEonomicstm.  Wealth Management, Inc. is powered by LPL Financial, the nation’s largest independent broker/dealer, as reported by Financial Planning magazine, June 1996-2011 based on total revenue. We seek out and apply objective, conflict free, research and resources, using not only our entire team’s knowledge, wisdom, & experience but through our strategic partners, that of many of the top minds in finance from around the world to help optimize our clients financial wealth as well as their lives.   Our practice serves hundreds of families not only in Arkansas, but in more than 17 other states. 

Our goal is to empower our clients to spend the rest of their lives doing only that which is truly important to them with the people who are truly important to them.

             

 

 

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Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

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