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
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:
Guide to College Funding Part 2: Late Stage and Last Minute College Planning
College planning is much more than just funding a 529 plan and saving money for 15 years. This section of our college planning guide covers strategies available to help you save money in the late stages or “last minutes” of planning, roughly from the time the child is a sophomore in high school through college graduation.
Here’s How (and Why) to Invest in Iowa Municipal Bonds
Iowa municipal bonds can save Iowans a lot of money. But, many investors are not investing in the right municipal bonds or funds to maximize their potential tax savings.
Developing a Charitable Giving Strategy to Maximize Your Giving
In this post, we walk you through a few key steps that we think about with clients as we develop their charitable giving plan to maximize benefit for charity and yourself.
Guide to College Funding – Part 1: The Early Years
Regardless of your household income, planning for higher education can be burdensome.
For those who may not be able to (or desire to) fund a complete college education, the goal is to find the best “bang for your buck”. What can you do today to make your savings as valuable as possible for when it is needed later?
How To Pay Off Your Student Loans Faster
The student loan crisis is nothing new. For years, both borrowers and dollars have skyrocketed and brought our country to over 1.64 trillion dollars in student loan debt across 45
Tips on Saving on the Cost of (Good) Groceries
This post was updated on May 7, 2020. Welcome readers. Today we wanted to update one of our most popular posts on saving money at the grocery store. With the