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 […]

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 […]

If you’re an Arkansas, Tennessee or Texas resident, over the age of 55, and have $250,000 or more in a 401(k), IRA or 403(b) account, you could be on the path to paying significantly more in tax than you should be… Free Legal, Financial & Tax Materials to Protect Your Wealth and Loved Ones If […]

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 […]

As everyone settles into their post-Labor Day routines, it’s a good time for investors to reflect on markets and review their financial plans for the rest of the year. August began with the sharpest market declines in two years, but major indices have rebounded with the S&P 500 only a fraction of a percent from […]

Introduction Investing and financial planning can seem intimidating to those who have never ventured into the realm of personal finance. However, with the right guidance, anyone can learn how to build a solid financial foundation for the future. In this blog post, we’ll cover the basics of investing and financial planning for beginners, including setting […]

How can I minimize taxes when I sell my business? When you’re planning to sell or transfer a profitable business, taxes are almost always one of the trickiest points of negotiation. After all, a business sale is like any other—whether you’re scoring a big haul or getting less than you’d hope, money is still money. […]

All is not lost if your loved one dies “intestate” (without a will). Arkansas has default inheritance rules in place for such an occurrence. Thus, if there is no will, or the decedent’s will is found to be invalid, the decedent’s heirs can still be determined and the decedent’s estate can still be probated. Only assets […]

Investors and the financial media tend to focus on macroeconomic concerns such as inflation, labor markets, and the Fed. While these topics are important, history shows that the economy and markets grow over long periods of time due to technological innovation and gains in productivity. It’s for this reason that recent developments in artificial intelligence […]

Should I consult a financial advisor if I recently inherited money? An inheritance can be a pleasant boon, even if it comes amidst grief and mourning. However, a sudden influx of cash could drastically change your financial situation, giving you unexpected responsibilities. A financial advisor could help you make sense of your newfound wealth, suggesting […]

Our Investment Philosophy: A Smart Mix of Investments Protect, Protect, Protect Before you choose to work with a financial professional, it is important to understand their investment philosophy. This philosophy should act as a set of guiding principles whose threads are carefully woven through all of their client relationships.  The basis of our philosophy is […]