Family Legacy Planning

10/16/2026

For retirees and pre-retirees, retirement income planning isn't simply about determining how much you've saved. It's also about considering how your assets may generate income, how taxes may affect that income, and how inflation and spending needs could change over time. A thoughtful plan considers these pieces together. Explore the latest insights.

Find out ways to address taxes, estate plans & more

10/14/2026

A great day of pickleball, friendly competition, and time together!

We recently hosted a Client Appreciation Pickleball Event, bringing our Family Legacy Planning clients together for professional instruction, some friendly competition, and lunch.

At Family Legacy Planning, the relationships we build extend well beyond financial planning. Events like this give us an opportunity to connect outside the office, share a few laughs, and enjoy the Northwest Arkansas community together.

We’re grateful for our clients and everyone who joined us for a great day on the courts!

10/11/2026

Retirement isn’t just about what you’ve saved. It’s about what those savings allow you to do.

Travel. Family. Hobbies. Living life on your terms.

At Family Legacy Planning, we believe retirement planning should focus on helping you make the most of the years ahead.

🎙️ Listen to The Retirement Steward for conversations about retirement income, financial planning, and making informed decisions about your future.

Follow us for more retirement insights.

10/09/2026

For many families in Northwest Arkansas, wealth management involves more than investment selection. As wealth grows and retirement gets closer, questions around taxes, retirement income planning, estate planning, inflation, and wealth preservation can become increasingly important. Explore six areas that may deserve attention in your broader financial plan.

Effective strategies for the complex worries of HNWIs

09/29/2026

The Retirement Steward is now on Freedom FM 101.5!

Join David Welborn every Saturday from 7:00–8:00 AM for conversations about retirement, income, taxes, investments, and the decisions that come with preparing for retirement.

📻 Saturdays | 7:00–8:00 AM
Freedom FM 101.5

Listen online:

https://open.spotify.com/show/54iAurfcwguvNgh7163Dbo?si=e526e1e0b8114537

https://tunein.com/radio/Freedom-FM-1015-s170304/

Learn more or connect with our team:
https://meet.familylegacyplanning.com/radio-landing

09/25/2026

High-interest debt can quietly compete with the goals that matter most. For families in Bella Vista, reducing costly debt may create more flexibility for saving, investing, and long-term retirement income planning.

Find the next layer in your Money Stack.

09/18/2026

Not every financial goal deserves your attention at the same time. For families in Rogers, thoughtful retirement income planning often starts with strengthening the foundation so the decisions that follow have more flexibility.

One step can support the next.

09/11/2026

For families in Bentonville, having three to six months of expenses saved can provide something valuable: time. Time to adjust after a job loss or setback without disrupting your broader retirement income planning goals.

Some financial moves do more.

09/07/2026

We can help you manage your wealth and assets so you can pursue your goals. Schedule a meeting with one of our financial advisors, today.

09/05/2026

A little time away from the office for Family Legacy Planning! ⚾

We enjoyed a night at the Astros game in Houston — with a little extra Arkansas interest as we cheered on former Razorback Andrew Benintendi with the White Sox.

Great baseball. Great company. And always fun calling the Hogs, even when we're a long way from Fayetteville. 🐗