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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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VIDEO: Retirement Planning
Retirement is Better With a Plan You’ve worked hard to save for 40 years. You’re going to go in and tell your boss you’re done and you’re ready to take
How To Incorporate Kids Into Your Financial Plan
When you choose to have children you are embarking on one of the greatest adventures of your life. Children change you: they change your habits, routines, priorities, and even the
All About Taxes
If you’ve filed your taxes, congratulations and job well done! (If you filed for an extension, see the important note below.) Now that you’ve filed, what should you do with
The Secret To A Happy Retirement
Jean-Jacques Rousseau said it best: Money can buy material things, but real happiness must be truly earned. The French philosopher was known for his ardent belief in people and the
3 Pillars Of Retirement Planning (Beyond Just Saving!)
Have you ever read a book that allowed you to choose your own path? You can either go left or right, open the door or keep it closed, you can
How To Manage Competing Financial Goals
70% of wealthy millennial families are prioritizing college funds as opposed to retirement savings. This study by Personal Capital also found that 64% of the participants with children said their
What Is Financial Planning?
When you hear the words financial planning, what do you think of? Probably some form of high level investing and portfolio management. And while this is an aspect of financial
How To Make A Retirement Budget (That Actually Works!)
Sometimes recipe books fool me. A meal may say that it takes 30 minutes to cook, and that is great! After I get home from work I can whip up
How to Fill Out a FAFSA
The Free Application for Federal Student Aid or FAFSA form is a government-based form with the goal of providing support for education funds. If your child is looking to receive