Featured Blog
Flat Fee Financial Advisors for Planning and Investment Management
Arnold & Mote Wealth Management charges one flat fee, billed monthly or quarterly, that covers both financial planning and investment management. The fee doesn’t move with your account balance or with the stock market. Current pricing is on our Services
Medicare IRMAA FAQs – Tax Deductions, Duration, and How to Pay
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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?
Basic Reasons for Financial Independence
Imagine you hit the ripe old age of 40, quit your job, and begin the next chapter in life. Plus, you never have to earn a paycheck again—no commute, no
How and When to Use a Roth IRA for College
Roth IRAs are known as excellent retirement savings accounts, but did you know they can also serve as a college savings option for your kids? Although a typical 529 plan
Ways to Borrow Less for College
It’s okay, you can borrow money to attend college. Yes, you still need to figure out if a traditional four-year college education is what you want and need after high
5 Common Misconceptions About Paying for College
Planning for the cost of college is a big task and it can take you hours of research and conversations with colleges to do it right. Over and over, parents
Avoid Going Broke in Retirement
Nobody plans to run out of money during retirement. Over the decades of our working lives, we tend to either actively plan (and save) for retirement, or hope that we’ll
What Are the Strengths of Iowa Colleges?
Most kids seeking a college will tend to stay fairly close to home. Yet even in Iowa that means families may have to choose between 5-10 good options for their