Nalley & Associates LLC

10/31/2026

🎃 Don’t Let Your Financial Future Haunt You. 👻

Unanswered questions about your financial future don't have to be the scariest thing this Halloween.

Not getting candy? Now that's spooky! 🍂

10/31/2026

We are proud to support AFWA’s fall fundraiser, which provides scholarships for accounting and finance students. Grab a friend and join us for a fun evening with Silly Little Mahj!


Accounting & Financial Women's Alliance Central Arkansas Chapter

November 5, 2026 @ 5:00-7:00 pm : Join us for an evening of Mahjong, mingling, and giving back at the AFWA Mahjong Fundraiser! Enjoy complimentary appetizers, drinks, and door prizes while suppor...

10/29/2026

Would your family have the financial flexibility to carry out your wishes without facing difficult decisions along the way?

Thoughtful planning can help make a difficult time a little easier for the people you care about most.

10/27/2026

Every family has lessons, values, and experiences worth passing down.

Taking time to talk about what matters to your family—and the responsibilities that come with carrying those values forward—can help prepare the next generation for what lies ahead.

Sometimes, the most meaningful part of a legacy is simply making sure those conversations happen.

What conversation would you like to have with your family about the future?

10/23/2026

Help us wish our Client Engagement Specialist, Samuel, a very HAPPY BIRTHDAY!

In financial planning, we spend a lot of time talking about life's milestones and transitions. Today, we're celebrating one of Samuel's!

We dug deep into the archives for this photo from almost a decade ago. Back then, his biggest financial decisions probably involved how to spend his birthday money!

Fast-forward and he's now dreaming even bigger dreams for his future. And he is part of a team dedicated to helping others prepare for their important milestones.

Some investments just get better with time, and we're excited to see what the future holds for Samuel!

Happy Birthday, Samuel! Here's to another year of growth, opportunity, and making memories that pay dividends for years to come!

10/20/2026

A legacy is about more than the assets you leave behind.

It can reflect your values, the relationships you’ve nurtured, the experiences you’ve created, and the causes and communities you care about.

Financial planning focuses on the numbers, but wealth is ultimately a tool for what matters most to you.

What do you want your wealth to represent beyond the numbers?

10/17/2026

Many people assume Medicare will cover long-term care, but custodial care such as assisted living, nursing home stays, and help at home generally is not covered by Medicare.

Planning ahead can help protect retirement savings from unexpected care costs. This article looks at the funding gap, long-term care insurance, and other ways families may prepare for future care needs.
https://bit.ly/4yP31Y8

10/15/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

10/10/2026

Four Documents. One Plan.

A will. A trust. Beneficiary designations. Powers of attorney.

Good planning doesn’t happen in silos. Your financial, legal and tax strategies should tell the same story.

10/07/2026

Does your estate plan and financial plan tell the same story?

An estate plan describes where you want your assets to go and who you want to protect. Your financial plan helps determine whether the resources and strategies are in place to accomplish those intentions.

That’s where coordination matters, so let's consider a few deeper questions:

• Beneficiaries: Do the beneficiaries on your retirement accounts, life insurance and other assets actually align with your will and trust?

• Special Needs: If someone you love has special needs, could an inheritance unintentionally affect eligibility for means-tested government benefits?

• Business Ownership: If you own a business, what happens to it if you die or become incapacitated?

• Blended Families: If you have children from a previous relationship, does your plan balance providing for a surviving spouse with ultimately passing assets according to your wishes?

• Liquidity: Would your estate have enough accessible cash to pay debts, taxes, expenses or other obligations without forcing your family to sell investments, real estate or a business at an inopportune time?

• Asset Ownership: Are your accounts, real estate and other assets titled in a way that will not undermine the estate strategy you’ve established?

• Taxes: Have you considered how income, capital gains and estate tax consequences could affect what your beneficiaries actually receive?

• Life Changes: Have marriage, divorce, births, deaths, retirement, a business sale or acquisition, or a significant change in wealth been reflected in both plans?

A well-designed estate plan shouldn’t sit apart from your financial plan. The two should tell the same story about what you’ve built, whom you want to protect, and the legacy you hope to leave. If your attorney and financial advisor haven’t looked at the whole picture together recently, it may be time for a coordinated review. We can help with that!