Arkansas Wealth Management

We are spending the day hearing from our great partners at First Trust. They provide great insight into what is going on in the markets and the economy.

I am spending a couple of days learning new ways to support our clients at the LPL Wealth Management Symposium. Getting some great information!

Working in the Texas office today. Making sure everyone takes their Required Minimum Distributions. Did you know that if you are over 70 1/2 that you are required to take a distribution from your IRA? Did you know that the penalty is 50% if you don’t make the distribution? Call me if you have questions about your RMD!

Do you need to review your estate plan? Check out this video!

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Well, we have grown to be more than just an Arkansas focused company. Check out our new logo. This will allow us to be more consistent across all of our offices.

www.criswellwealth.com

I get lots of questions about Social Security. If you are nearing retirement, take a look at this flip chart.

Understanding Social Security and Medicare: America’s Retirement Safety Net Social Security and Medicare rules can be complex. To help maximize benefits, it pays to understand your options.

Check out this video discussing what we expect now that the market has recovered 18% since January.

Market Fundamentals LPL Research Chief Investment Strategist John Lynch discusses fundamentals supporting GDP, inflation, employment, and corporate profits.

Is a Roth IRA conversion right for you?

Roth IRA Conversion This calculator can help you determine whether you should consider converting to a Roth IRA.

Looking Back, Looking Ahead See the indicators economists rely on to understand the past, present, and potential future direction of the economy.