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Arnold & Mote Wealth Management Blog

The Future of (Your) Stock Market

We’ve had a rough month or so in the stock market, with more ups and downs (or what we call “volatility” in market lingo) than we’ve experienced in the past couple years. I don’t normally do an “investment newsletter” for my clients, because I think they’re boring to read and have little actionable advice for […]

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Tax Changes for Those Coming Up on Retirement

If you’re planning to retire in the next few years, you may have wondered what may impact you from the new tax reform bill passed by the U.S. Congress in December 2017.  Officially called the Tax Cuts and Jobs Act (TCJA), there are a ton of changes in the bill, but only a small set […]

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Tips to Take the Stress Out of Money This Year

Whether you have more money than you need, or are struggling each month to get by, recognizing the stress money plays in our lives is the first step to relieving some of it (and it’s normal to have some money stress!).  For 2018, consider the following steps: 1.) Compartmentalize the worry When you have a […]

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Why You Need the Iowa 529 Plan for Your Child

Hey Iowans!  Why You Need the Iowa 529 Plan for Your Child The people of Iowa would like to give you $324 for doing something you really ought to be doing anyway. That $324* is the value of the Iowa state tax deduction you get for contributing this year to the Iowa 529 plan.  And […]

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