Featured Blog
HSA and Medicare Premiums – How to Best Use Your HSA After Age 65
Once you enroll in Medicare, you can no longer contribute to your Health Savings Account anymore but you can still use it tax-free for the rest of your life. In fact, since medical expenses are one of the largest expenses
Iowa State Income Tax in 2026: What the 3.8% Flat Rate Means for You
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VIDEOS: An Introduction to Your Team
Meet the dedicated team at Arnold & Mote Wealth Management More about Quinn Arnold, Owner and CFP(R) Professional More about Matt Hylland, Partner and Financial Planner More about Jessi Dolmage,
How To Redefine Retirement: An Interview With Meth-Wick Community
Welcome, readers. We are delighted to kick-off our retirement community spotlight series with a profile of Meth-Wick Community. This Life Plan Community is located in Cedar Rapids, IA and takes
Considering A Retirement Community? 3 Things To Be Aware Of
“Embrace uncertainty. Some of the most beautiful chapters in our lives won’t have a title until much later.” – Bob Goff One of the most beautiful, intoxicating parts of life are
How To Stop Spending Too Much At The Holidays
According to the National Retail Federation, holiday spending is projected to increase anywhere from 3.8% to 4.2% in 2019. Their survey found that people expect to spend an average of
VIDEO: Don’t Cash Out Your IPERS Benefit
You’ve just left your job and you’re wondering, “Should I cash out my IPERS benefit and take the refund?” We’re going to try to convince you not to do that for three reasons.
4 Conversations You Need To Have With Your Kids Before College
As winter break draws to a close, many kids will be heading back to college. With that transition comes a new dynamic, especially where finances are concerned. Having tough financial
VIDEO: Should I Move My 401(k) to an IRA?
Have you ever wondered what to do with your 401k? One option is to roll your existing 401k to an IRA. Here’s why it can be a good idea:
Medicare Series Part Three: Working Beyond Age 65 – Medicare or Employer Coverage?
An increasing number of Americans are working well into their 70s and even their 80s. Enjoying a few more years of employment and income (or delaying retirement, depending on your viewpoint) has a number of benefits, but also presents workers and spouses with a key question.
Iowa 529 Plan: A Clear Guide for Parents and Grandparents
Wondering why you should use the Iowa 529 Plan? Watch this video!