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 I Cash Out My Annuity in 2026? A Clear Checklist Before You Decide
If you have an annuity and are about to retire, you have an important decision to make. Do you need an annuity? Or is it better to cash it out? Here’s what to know:
How Much Life Insurance Do I Need?
Life insurance is incredibly important protection for families, but it can be hard to determine just how much is enough, and why type of insurance is best for you. Here’s how we help our clients make sure they are protected without breaking the bank.
Should I Refinance My Mortgage?
When mortgage interest rates fall, refinancing your mortgage can be a great way to save you thousands in interest over time. However, there’s a few items to consider before you rush ahead.
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: