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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How To Stop Spending Too Much At The Holidays
According to the National Retail Federation, holiday spending is projected to increase anywhere from 3.8% to 4.2% in 2019. Their survey found that people expect to spend an average of
VIDEO: Don’t Cash Out Your IPERS Benefit
You’ve just left your job and you’re wondering, “Should I cash out my IPERS benefit and take the refund?” We’re going to try to convince you not to do that for three reasons.
4 Conversations You Need To Have With Your Kids Before College
As winter break draws to a close, many kids will be heading back to college. With that transition comes a new dynamic, especially where finances are concerned. Having tough financial
VIDEO: Should I Move My 401(k) to an IRA?
Have you ever wondered what to do with your 401k? One option is to roll your existing 401k to an IRA. Here’s why it can be a good idea:
Medicare Series Part Three: Working Beyond Age 65 – Medicare or Employer Coverage?
An increasing number of Americans are working well into their 70s and even their 80s. Enjoying a few more years of employment and income (or delaying retirement, depending on your viewpoint) has a number of benefits, but also presents workers and spouses with a key question.
Iowa 529 Plan: A Clear Guide for Parents and Grandparents
Wondering why you should use the Iowa 529 Plan? Watch this video!
Medicare Series Part Two: Five Tips for Choosing Medicare Plans
Medicare could very well be a casserole (or “hot dish” for those of us with Minnesota roots) of alphabet letters A to N. The traditional ingredients are Original Medicare Parts A and B, with many adding Part D for prescription drugs and supplemental Medigap plans ranging from A to N. Alternatively, some substitute Parts B and D for Part C, better known as Medicare Advantage.
Are Solar Panels a Good Investment in Iowa? Here Are The Numbers…
“Are solar panels a good investment” was a question we have been hearing more and more from clients. One of our advisors recently had solar panels installed on his home, here are the numbers and expected return:
Medicare Series Part One
A 65-year-old couple retiring in 2019 can expect to pay about $285,000 in medical costs according to the most recent Fidelity report. Did you think that healthcare would cost you