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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Your Pre-Retirement Planning Checklist
I love lists! They help you organize your tasks into a manageable form. With 65% of the population as visual learners, lists play a big part in the structure and
VIDEO: Do You Need a Retirement Budget?
Do You Need a Retirement Budget? Hi, this is Quinn Arnold with Arnold & Mote Wealth Management. The question today is, “do I need a budget once I go into
How Does Your Pension Plan Play Into Retirement?
Planning for retirement is not simple. It requires discipline, rigor, strength, and heart to manage your savings strategy effectively. Like a complex machine, your retirement savings comes in many parts:
3 Steps to Filing an Amended Tax Return
A new tax season is almost upon us. This small three letter word, tax, causes heightened anxiety for many working Americans. Our tax system is complicated with many laws, codes,
Grandparents: How Can You Support Your Grandchildren’s College Education?
Did you know that the average college tuition is just over $25,000/year for a public school, and right around $50,000 for a private school? Over the last several decades, the
How Does Medicare Work?
Medicare is a health care system that everyone in America will deal with at some point in their lives, but very few people understand exactly what Medicare is or how
The Pros and Cons of a 529 Plan
Many parents and grandparents in the Cedar Rapids area are worried about how to send the next generation of their family to college. It’s not a secret that college costs
Do We Pay Off the Mortgage Early?
Should you pay off your mortgage ahead to schedule? Or save and invest instead? Here’s what to consider before changing your plan.
What Should We Do With That Large Amount of Cash In Our Investment Account?
How much should be cash and how much should still be invested in the stock market or other areas?