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
Backdoor Roth IRA Contributions – How Anyone Can Contribute Regardless of Income
Backdoor Roth contributions allow anyone, regardless of income, to be able to effectively contribute to a Roth IRA. They can be incredibly valuable for higher earning households who are able
Take Advantage of the Mega Backdoor Roth Conversion
Doing something called a “Mega backdoor Roth conversion” is a great way to get more into your Roth savings. Here’s how to know if you qualify, and the steps to
3 Year End 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
Iowa 529 – Beyond the Basics of Iowa’s College Savings Plan
529 education savings accounts are one of the best ways to save for future college expenses. While you likely have a basic understand of how 529 accounts work, we find
What Should You Do With Extra Cash?
Having extra cash feels like a good problem to have. While the safety and security of cash is great in the short term, cash is not a very good long
Should I Save for Retirement or Save for my Child’s College Expenses?
When looking ahead at future expenses, it is often easy for parents to see that the cost of college is a colossal one. It seems logical that a parent would
How to Do Your Annual Medicare Part D Review
Between October 15th through December 7th , you are able to change your Medicare Part D plan. While your Medicare supplemental plans will likely remain unchanged for most of your
How To Invest With Inflation in Mind [Webinar Replay]
This is a recording of a webinar we gave to clients in June of 2021 on the topic of rising inflation, and how inflation impacts the stock market, your investments
Appealing Medicare IRMAA Surcharge
Successfully appealing Medicare’s IRMAA surcharge can save a retired couple thousands of dollars in annual Medicare costs. However, there are strict requirements for when you can and cannot appeal the