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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End of the Year Tax Planning Strategies
As the end of the year approaches, your time is running out to accomplish several common end of year tax reduction strategies. Here’s a few items to consider today, before the end of the year arrives:
![Why We Own Bonds in Today's Low Interest Rate World [Webinar Replay]](https://arnoldmotewealthmanagement.com/wp-content/uploads/2026/02/one-dollar-bills.jpg)
Why We Own Bonds in Today’s Low Interest Rate World [Webinar Replay]
Should you still invest in bonds with today’s low interest rates? This post is material from a recording of a webinar we did on April 3rd, 2020 for clients where we answer that question.
19 Questions to Ask Your Financial Adviser
Finding the right financial adviser is one of the most important decisions you can make. So how do you go about finding who is best for you?
How to Protect Your Financial Information Online
Clients often ask us how they should keep their information secure online. We have 2 suggestions:
3 Early Retirement Health Insurance Options – Before Medicare
Health care in early retirement can be one of the largest expenses for a new retiree. Here are 3 options you may want to consider if you are retiring before you are age 65 and need health insurance before you become eligible for Medicare:
Frozen Pension Plan? What To Do Today To Fix Your Retirement Plan
If your pension plan has been frozen, how you need to save and prepare for retirement has changed. Here’s how to adjust to keep your retirement plan on track:
Financial Planning for Long Term Care
Planning for the costs of long term care can be one of the most difficult tasks for retirees who are in need of long term care, or supporting a loved one who is in need of care.
We have a few suggestions for how you approach this topic:
Reduce Taxes with Tax Loss Harvesting
Tax Loss Harvesting is one way that you can take advantage of stock market declines to strategically give you a tax deduction. But, it should not be done by everyone. Here’s how to know if its right for you and its benefits:
Should I Pay Off My Mortgage Early or Invest?
Deciding between paying down your mortgage early or investing can be a difficult choice for any household.
The correct decision for you is dependent on a number of variables, but we will give you a few items to consider: