Blog Articles

Learn valuable insights into proactive tax planning, wealth management, estate and asset protection, and business planning, all in one place.

Planning for retirement has never been more critical, and 2025 brings exciting updates for 401(k) savings that every small business owner, employee, and retirement planner should know. With increased contribution limits, new opportunities for catch-up contributions, and simpler options like the Starter 401(k), there’s something for everyone. In this blog, we’ll break down the key […]

2024 was a year of unexpectedly strong market performance. Major stock market indicesgenerated historic gains with the S&P 500 returning 25.0% with dividends, the Nasdaq 29.6%, andthe Dow Jones Industrial Average 15.0%. This occurred despite concerns around inflation,recessions, Fed policy, and the presidential election. International stocks also performed well withemerging markets rising 8.1% and developed […]

The start of a new year is a great opportunity for families and small business owners in Arkansas to take charge of their finances. Setting SMART financial goals—goals that are Specific, Measurable, Achievable, Relevant, and Time-bound—can transform your aspirations into a guide to success for 2025. This blog post dives into how the SMART framework […]

As the end of the year approaches, it’s the perfect time to revisit your retirement plan. Taking proactive steps now can help you maximize your savings, reduce taxes, and strengthen your financial future. Here are key actions to consider, along with practical advice for each. 1. Review Your Retirement Accounts Start by assessing whether your […]

When most people hear “estate planning,” they think of creating a will. While a will is an important tool, it’s only one piece of a broader plan designed to protect your legacy, honor your wishes, and ease the burden on your loved ones. A comprehensive estate plan provides clarity and security, avoiding unnecessary legal battles, […]

After a historic year, investors have much to be thankful for this holiday season. Despite periods of uncertainty around the Federal Reserve, the presidential election, and geopolitical conflicts, the stock market has delivered exceptional returns in 2024. With only a few weeks left in the year, the S&P 500 has gained 26.7% with dividends year-to-date, […]

As the year draws to a close, now is the perfect time to take proactive steps to maximize your tax refund and minimize your tax burden for the upcoming year. Whether you’re an individual or a small business owner, there are simple yet effective strategies you can implement to ensure you keep more of what […]

As the holiday season nears, we often focus on celebrations, gift-giving, and spending time with loved ones. However, it’s also an excellent time to update your estate plan in November. While estate planning might not be your top priority during the holidays, reviewing and updating it now can bring you peace of mind. By taking […]

With just days to go until the presidential election on November 5, polls suggest it will be a close race between former President Donald Trump and Vice President Kamala Harris. Both candidates are campaigning hard in swing states, and investors may be worried about how either outcome might affect their portfolios. Given the intense political […]

Dreaming about retirement often conjures images of relaxation, travel, and pursuing hobbies without the constraints of work. However, to transform those dreams into reality, meticulous planning and budgeting are essential. This blog discusses important steps to achieve financial stability and security in your retirement years. Understanding Retirement Expenses Retirement ushers in a new phase of […]

Estate planning can be tricky business: more often than not, people who want to write an iron-clad will or establish a strong trust want to both save their heirs money and ensure that their arrangements cannot easily be contested. For that reason, many people get confused as to whether they should hire a licensed attorney […]

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