WELCOME TO OUR WEBSITE

Peoples Wealth Management, LLC specializes in Preserving Capital and Making it Grow for our clients.  We provide investment and securities advisory services and manage assets for individuals, pension plans, non-profit organizations, charitable foundations, and law firms.  We invite you to browse our site to learn more about our specialized services. 

This educational site is updated frequently in order to provide our clients and friends  with some of our best strategies, articles, calculators, and research to supplement their personal financial plans.   

Please check our calendar for upcoming financial workshops and events. We are accepting new clients and you are invited to inquire about our services or to schedule a complimentary appointment.

A Registered Representative may only transact business in states where they are registered, or exempt from registraton. Currently we are registered in the following states: AR CO FL KS ID MO NE  If your resident state is not listed, please contact us at jreardon@peopleswealthmanagement.com. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions for, or provide personalized investment advice to, or communicate directly with residents in which a Representative is not registered.

Loan Payoff
How much will it cost to pay off a loan over its lifetime?

Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.

More Calculators>>>

Patching the Alternative Minimum Tax
The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

HOT TOPIC: Celebrity Estate Planning Gone Wrong
Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

An Estate is a Terrible Thing to Waste
A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.

A Question of Identity
The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.

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