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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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
What kind of auto insurance should you have? Do you know?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Don’t overlook the need for renter’s insurance if you rent your home.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
Changes are coming to Social Security on May 1st, 2016.
Are Real Estate Investment Trusts right for your portfolio?