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 Teach Your Kids To Save Money
How did you first learn about money? Was it a piggy bank where you stashed away the money you earned from chores? Was it when you realized you had to
How To Create Income From Your Retirement Savings
For years you’ve diligently contributed to your retirement savings. You’ve funneled a portion of your paycheck into your 401(k), allocated money each month to personal retirement funds, and paid Social
How To Prepare For Student Loans (Before College Starts!)
A true measure of talent is the ability to complete a tough skill and make it seem easy. It’s like when you attend a concert, or watch a live performance.
Ready For Retirement? Answer These 6 Questions First
Spontaneity can take us out of our comfort zones and force us to look at the world in a different way. But sometimes being spontaneous can cause stress and anxiety
Guide to College Funding Part 3: Forgiveness, Refinancing, Payment Plans, and Deductions
What options are available to you to help lower your student loan payments, lower your taxes, refinance your student loans, or get your debt forgiven?
VIDEO: Retirement Planning
Retirement is Better With a Plan You’ve worked hard to save for 40 years. You’re going to go in and tell your boss you’re done and you’re ready to take
How To Incorporate Kids Into Your Financial Plan
When you choose to have children you are embarking on one of the greatest adventures of your life. Children change you: they change your habits, routines, priorities, and even the
All About Taxes
If you’ve filed your taxes, congratulations and job well done! (If you filed for an extension, see the important note below.) Now that you’ve filed, what should you do with
The Secret To A Happy Retirement
Jean-Jacques Rousseau said it best: Money can buy material things, but real happiness must be truly earned. The French philosopher was known for his ardent belief in people and the