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
Blog
Should You Pay Off Your Mortgage Before Retirement?
The U.S National Debt clock continues to click with our total debt topping $22 trillion dollars. Our financial infrastructure is built on debt: credit, loans, and mortgages. The apple doesn’t
VIDEO: Estate Planning and End-of-Life Documents
What Estate Planning Documents Do You Really Need? Hi, this is Quinn Arnold with Arnold & Mote Wealth Management. People ask us what estate documents or wills do they need
How to Find Your Way To Scholarships and Grants: The Yellow Brick Road
All Dorothy had to do was follow the yellow brick road to get to the land of Oz. Sounds simple enough right? But when many obstacles are thrown her way,
VIDEO: Expenses You Can Use Iowa 529 Plans For
How to Use Your Iowa 529 Plan Hi, this is Quinn Arnold with Arnold & Mote Wealth Management. We get a lot of questions about 529 plans and what happens
Your Pre-Retirement Planning Checklist
I love lists! They help you organize your tasks into a manageable form. With 65% of the population as visual learners, lists play a big part in the structure and
VIDEO: Do You Need a Retirement Budget?
Do You Need a Retirement Budget? Hi, this is Quinn Arnold with Arnold & Mote Wealth Management. The question today is, “do I need a budget once I go into
How Does Your Pension Plan Play Into Retirement?
Planning for retirement is not simple. It requires discipline, rigor, strength, and heart to manage your savings strategy effectively. Like a complex machine, your retirement savings comes in many parts:
3 Steps to Filing an Amended Tax Return
A new tax season is almost upon us. This small three letter word, tax, causes heightened anxiety for many working Americans. Our tax system is complicated with many laws, codes,
Grandparents: How Can You Support Your Grandchildren’s College Education?
Did you know that the average college tuition is just over $25,000/year for a public school, and right around $50,000 for a private school? Over the last several decades, the