Fiduciary Wealth Management

10/27/2026

Every fall, clients tell me which causes they want to support before the year ends: their church, a scholarship fund, the hospital that cared for a parent. The question is how to give in a way that does the most good, for the charity and for their tax situation.

This year, that question matters more than usual. Here are five strategies to review before December. Link in the comments.

Fiduciary Wealth Management in Little Rock, Arkansas, shares how to use QCDs, appreciated stock, and donor-advised funds to give tax-efficiently before year-end.

09/22/2026

Most people assume their Medicare premium is based on this year's income. It's not. It's based on your tax return from two years ago, and that lag can catch higher-income retirees off guard with a surcharge called IRMAA. We explain how it works and what to check before Dec 7. Link in the comments.

Medicare open enrollment runs Oct 15 to Dec 7. A Little Rock fee-only fiduciary explains IRMAA, the two-year lookback, and what to review.

08/25/2026

Roc spent an hour on Arkansas Week, the public affairs program on Arkansas PBS, as part of a panel discussion on financial security.

When the conversation turned to people nearing retirement, his answer was the same one he gives in his office: refresh the plan, run updated projections, and get your arms around every account, including the ones still sitting at employers you left years ago.

He wrote up the reasoning behind that, plus why the plan should come before the portfolio rather than the other way around, in a new post. Link in the comments.

A Little Rock fee-only fiduciary on why your financial plan should drive your portfolio, and what to revisit in the years just before retirement.

07/28/2026

Halfway through the year already? July is the perfect time for a financial check-in, you still have six months to act before December.

Here are 5 moves worth reviewing now: revisiting your plan, rebalancing, tax-loss harvesting, sizing your Roth conversion, and making sure your accounts are working together.

Small, well-timed adjustments add up. Read the full post (link in comments 👇), or reach out for a complimentary mid-year conversation.

A fee-only fiduciary in Little Rock shares 5 mid-year financial moves (rebalancing, tax-loss harvesting, Roth conversions & more) to make before year-end.

06/09/2026

Florida is known for its beautiful beaches, but it’s also an underrated destination for foodies (and anyone who enjoys a great meal). Read our new article to discover some of the best restaurants on 30A.

Rocklin Senavinin, a financial advisor at Fiduciary Wealth Management, helps clients in Little Rock, AR, discover the best restaurants on 30A.

05/13/2026

Halfway through the year is a good time to look at your financial plan, and most people don't.

By May, tax season is behind us. Summer hasn't pulled everyone in five directions yet. Bonuses have landed, life has happened, and the decisions made back in January may or may not still fit the year you're actually living.

A few things to look at:
• Your income and withdrawal strategy, especially if anything shifted at work or at home
• Your tax positioning, before year-end planning gets crowded
• Your cash on hand, and whether it's working as hard as it should

At Fiduciary Wealth Management, these reviews are part of the rhythm of the relationship. Our clients don't hear from us once a year; they hear from us when it matters.

If you're in Arkansas and looking for that kind of advisor, we'd love to talk.

🔗 https://www.fidwm.com/contact

11/27/2025

Wishing you and your family a Happy Thanksgiving from FWM.

11/25/2025

As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your...

07/11/2025

President Trump recently signed H.R.1—the 'One Big Beautiful Bill'—into law, extending the 2017 tax cuts and making several key changes that could affect your financial planning. Below are some key highlights: The Extension of the 2017...

07/04/2025

Whether you’re celebrating with a cookout, a family gathering, or watching the fireworks with friends, Independence Day reminds us how lucky we all are to belong to this great nation.

Enjoy the long weekend and join us in giving thanks for the freedoms we hold so dear.

Happy 4th of July from FWM!