Featured Blog
Flat Fee Financial Advisors for Planning and Investment Management
We are excited to announce that Arnold & Mote Wealth Management is now a flat-fee financial advisor. Our clients have one flat fee, billed monthly or quarterly, for both financial planning and investment management services. That fee does not change
Medicare IRMAA FAQs – Tax Deductions, Duration, and How to Pay
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Iowa 529 Plan: A Clear Guide for Parents and Grandparents
Wondering why you should use the Iowa 529 Plan? Watch this video!
Medicare Series Part Two: Five Tips for Choosing Medicare Plans
Medicare could very well be a casserole (or “hot dish” for those of us with Minnesota roots) of alphabet letters A to N. The traditional ingredients are Original Medicare Parts A and B, with many adding Part D for prescription drugs and supplemental Medigap plans ranging from A to N. Alternatively, some substitute Parts B and D for Part C, better known as Medicare Advantage.
Are Solar Panels a Good Investment in Iowa? Here Are The Numbers…
“Are solar panels a good investment” was a question we have been hearing more and more from clients. One of our advisors recently had solar panels installed on his home, here are the numbers and expected return:
Medicare Series Part One
A 65-year-old couple retiring in 2019 can expect to pay about $285,000 in medical costs according to the most recent Fidelity report. Did you think that healthcare would cost you
How To Teach Your Kids To Save Money
How did you first learn about money? Was it a piggy bank where you stashed away the money you earned from chores? Was it when you realized you had to
How To Create Income From Your Retirement Savings
For years you’ve diligently contributed to your retirement savings. You’ve funneled a portion of your paycheck into your 401(k), allocated money each month to personal retirement funds, and paid Social
How To Prepare For Student Loans (Before College Starts!)
A true measure of talent is the ability to complete a tough skill and make it seem easy. It’s like when you attend a concert, or watch a live performance.
Ready For Retirement? Answer These 6 Questions First
Spontaneity can take us out of our comfort zones and force us to look at the world in a different way. But sometimes being spontaneous can cause stress and anxiety
Guide to College Funding Part 3: Forgiveness, Refinancing, Payment Plans, and Deductions
What options are available to you to help lower your student loan payments, lower your taxes, refinance your student loans, or get your debt forgiven?