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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.

 

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Buying vs. Leasing a Car

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Do You Feel Lucky?

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The Cost of Procrastination

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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

 

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Putting a Price Tag On Your Health

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Immediate vs. Deferred Annuities

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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

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This calculator demonstrates the power of compound interest.

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Contributing to an IRA?

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

Roth 401(k) vs. Traditional 401(k)

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Managing Your Lifestyle

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

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Investment Strategies for Retirement

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

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Long-Term-Care Protection Strategies

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When Do You Need a Will?

When do you need a will? The answer is easy: right now.

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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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Three things to consider before dipping into retirement savings to pay for college.

Are Alternative Investments Right for You?

Alternative investments may be available to certain accredited investors. It’s critical to sort through the complexity.

The Good Ship IPO

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Smart investors take the time to separate emotion from fact.

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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
Phone: (501) 217-4069
Toll-Free: (877) 211-4069
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