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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Questions to Ask When Choosing a Retirement Community
Picking a high quality retirement community where you are active, engaged, and healthy is a very important decision and can be a lot of work. Here’s what to consider as you are looking for a retirement community:
Steps to Create and Maintain an Estate Plan – Wills, Trusts, and More
We think of Estate Planning as 4 main topics: Your will, a trust, Power of Attorney documents, and account beneficiaries. Here’s how to create and maintain an estate plan around these 4 items
What to do After the Death of a Spouse
One of the hardest things that we do with clients is help process the death of a loved one like a spouse or a partner. Here’s some common tasks that need to be dealt with:
How to Invest and Plan Around a Windfall Inheritance
On average, 1 in every 3 inheritances are spent down in 2 years or less. Here’s how to create a sustainable, successful plan around your inheritance and some pitfalls you may encounter.
3 Steps to Create a Debt Paydown Strategy
Getting out of excessive debt is a great first step towards financial independence and a successful retirement plan. Here’s a few tips from us on creating a plan to get back on track with your financial plan.
Should I Delay Starting My Social Security?
A key strategy for most retirees is figuring out when to start Social Security. How do you determine the best choice for you?
Do I Need a Will or a Trust?
A will is a basic estate document that every adult should have even if you have a trust. For many households, a will can adequately manage your assets at the end of your plan. However, there are a few scenarios where you will want a trust instead of a will.
Should I Change My Medicare Drug Plan Each Year?
Every fall you are able to change your Medicare Part D drug plan. Here’s how to see if you can save money this year on your prescriptions
Tax Efficient Withdrawal Strategies in Retirement [Webinar Replay]
You spent your whole life planning for retirement by saving. Now that you are retired, there is a different type of planning – How to use your assets in the most tax-efficient way.