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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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
What Is A Backdoor Roth IRA? (And When It Makes Sense For You)
Planning your retirement saving strategy is a comprehensive task, especially when it involves complex strategies like backdoor Roth IRA contributions. With so many channels to choose from and varying rules
A Nervous Investor’s Guide to Stock Market Volatility [Webinar Replay]
This is a replay from Arnold and Mote Wealth Management that was recorded in March 2020 after the stock market decline during Covid-19 crisis.
Webinars and COVID-19 Resources
We’re here for you. As your fiduciary, fee-only advisors, we are here to support and guide you through the financial impact of COVID-19. Browse and share our library of resources