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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Retirement and Taxes – Two Items to Check on Your Tax Return
There are a number of valuable items you can review on your tax return to reduce how much tax you are paying when retired:
Bond Market Investing With Rising Interest Rates and Inflation
Today’s environment of rising interest rates and inflation has made for a very volatile period for your bond investments. What has typically been the safe, boring part of your retirement
What is Cryptocurrency, and Does it Belong in Your Retirement Portfolio?
Cryptocurrency has taken the world by storm. But many people don’t have an understanding of what it is or know if it belongs as part of your retirement savings. Below
3 Things you Didn’t Know About Iowa’s 529 Plan
If you are saving for a child’s college, you are probably already aware of Iowa 529 accounts. These accounts provide tax free growth of your investments and give you a
IPERS vs TIAA – What’s the Best Iowa Retirement Option?
Is IPERS a better option than TIAA for your retirement? There are differences between IPERS and TIAA that will have a significant impact on your retirement. Depending on what choice
Investments and Charity – How to Use Your Retirement Accounts to Donate
There are a number of ways to use your investments to give to charity that not only are great for the charity, but also gives you potentially valuable tax breaks.
How to Find a Financial Advisor in Cedar Rapids, Iowa
Finding the best financial advisor for you can be a stressful process. Finding someone you know you can trust right off the bat is difficult, and knowing who has your
3 Common Roth Conversion Mistakes
Roth conversions can be a huge benefit for many investors and retirees. In fact, we help many of our clients with them every year. But, it takes proper planning to
Protect Your Retirement From Inflation
Inflation is a retirees worst enemy. Here’s how to allocate your investments to protect yourself from inflation: