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Arnold & Mote Wealth Management Blog

Setting a Budget for Retirement

One of the more difficult tasks in planning your retirement is getting an accurate view of your ongoing expenses. In fact, once you’ve developed a reasonable sense of how much income you’ll have in retirement, figuring out your expenses is the only other major financial task before you retire (but there are several other non-financial […]

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The Small Business Owner’s Guide to College Funding

Are you a small business owner with a teenager bound for college? You should be taking advantage of a couple strategies that can reduce your college cost by thousands. What’s different about owning a business in the college planning process?  Income shifting and tax reduction, or the ability to reduce your personal income from the […]

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How Do I Cover My Child with Health Insurance Until They Get a Job?

Whether your child is going off to college this fall or graduating in the spring, you’ve likely considered how you can make sure they get proper health insurance. Although most young adults don’t prioritize having access to healthcare, they also don’t know the cost of a trip to the urgent care clinic for a strep […]

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Smart Options for Your Home in the Lead-Up to Retirement

You’re getting ready to retire within the next five years. You’ve carefully researched your options for Social Security and your 401(k), and you’ve diligently mapped out how much income you’ll have to meet your daily living expenses. Great, you’re on the right track for retirement! But don’t forget about your plan for that big asset […]

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