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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.

 

Helpful Content

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Bitcoin 101

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

 

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Systematic Withdrawals in Retirement - Clear and Wrong?

Taking regular, periodic withdrawals during retirement can be quite problematic.

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite, to provide information on a topic that may be of interest. FMG Suite is a seperate entity from CWM, LLC. Investment advice offered through CWM, LLC, a Registered Investment Advisor. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment advisory services, we are currently required to limit access of the following pages to individuals residing in states where we are registered to provide investment advisory services. We are licensed in the following states:  AR, CA and TX. Rob Holdford's Arkansas Insurance Lic #25003. Brad Isroff's Arkansas Insurance Lic #265961.

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Little Rock, AR 72227
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