SALT Deduction 2025: How Walmart DCMP Participants Can Recover Thousands Under OBBBA
Want to skip ahead to a real-world example? Click here. If you’re a high-income associate at Walmart—especially someone eligible for the Deferred Compensation Matching Plan (DCMP)—the tax landscape shifted under your feet this year. In July, the Opportunity to Bolster the State and Local Tax (SALT) Deduction Act (OBBBA) changed the rules for who can […]
Estate Planning Essentials for Walmart Executives: Protecting Your Legacy and Family’s Future
If you’ve spent years building your career at Walmart, navigating the complexities of equity compensation, deferred compensation plans, and executive benefits, you’ve accumulated significant wealth that deserves equally sophisticated protection. Yet many Walmart executives and senior leaders in Northwest Arkansas discover too late that the basic estate plan they created years ago—perhaps a simple will […]
Investment Insights on Northwest Arkansas’ Real Estate Market
Did you know Northwest Arkansas has the 22nd fastest population growth rate in America?¹ Bentonville is home to Walmart’s headquarters, and thanks to the corporation’s continued influence on housing demand, this area of NWA is an especially attractive market for real estate investors. Aside from Walmart, other tech startups and large corporations operate in the […]
3 Strategies for Addressing Appreciated Stock
While portfolio growth is a good indicator that your investment strategy is working, having highly appreciated stock can put you between a rock and a hard place—either sell and take a big tax hit or hold indefinitely and risk exposing your portfolio to additional volatility. Fortunately, there are a few strategic ways to manage appreciated […]
Donor-Advised Funds: What Are They?
Donor-advised funds (DAFs) are becoming an increasingly popular charitable giving tool for those looking to give more strategically and meaningfully. But despite their growing popularity, not everyone is aware how donor-advised funds work or whether they’re the right fit for their financial picture. Here’s a high-level look at how DAFs function, how they compare to […]
Maximizing Your Financial Future: Understanding Walmart’s Deferred Compensation Matching Plan
As a member of Walmart’s leadership team, you have access to unique financial benefits designed to help you build wealth while managing your tax burden. One of the most powerful yet often misunderstood tools available to you is Walmart’s Deferred Compensation Matching Plan (DCMP). At Pathway by Willow, we specialize in helping Walmart executives and […]
Don’t Wait: Engaging with an Advisor Before Retirement
Don’t Wait Until Retirement to Start Planning for It Most professionals wait far too long to seek financial advice. Many don’t consult a financial advisor until they’re within 5 to 10 years of retiring—sometimes even closer. By that point, strategy options may be limited, and years of wealth-building opportunities have already passed. At Pathway by […]
Why You Should Ditch Your HSA Debit Card
This quick read is not meant to help you evaluate a lower deductible health insurance plan versus the higher deductible “HSA Eligible.” Instead, this article assumes that you have already decided that the HSA plan makes sense for your household. Which, for many Walmart leaders and executives, is true. Though the annual contribution may be […]
Everyday Transparent Pricing: A Better Way to Plan for Walmart Executives
Just as Walmart revolutionized retail with its commitment to “Everyday Low Prices,” our Northwest Arkansas financial planning team is bringing the same transparency revolution to financial services with Everyday Transparent Pricing. Located minutes from Walmart’s Bentonville headquarters, we understand the unique financial landscape that Walmart executives navigate daily. Your career offers exceptional opportunities and distinct […]