70% of wealthy millennial families are prioritizing college funds as opposed to retirement savings. This study by Personal Capital also found that 64% of the participants with children said... Read More
When you hear the words financial planning, what do you think of? Probably some form of high level investing and portfolio management. And while this is an aspect of... Read More
Sometimes recipe books fool me. A meal may say that it takes 30 minutes to cook, and that is great! After I get home from work I can whip... Read More
The Free Application For Federal Student Aid or FAFSA form for the 2018-2019 school year has been released. This is a government-based form with the goal of providing support... Read More
The U.S National Debt clock continues to click with our total debt topping $22 trillion dollars. Our financial infrastructure is built on debt: credit, loans, and mortgages. The apple... Read More
What Estate Planning Documents Do You Really Need? Hi, this is Quinn Arnold with Arnold & Mote Wealth Management. People ask us what estate documents or wills... Read More
All Dorothy had to do was follow the yellow brick road to get to the land of Oz. Sounds simple enough right? But when many obstacles are thrown her... Read More
How to Use Your Iowa 529 Plan Hi, this is Quinn Arnold with Arnold & Mote Wealth Management. We get a lot of questions about 529 plans... Read More
Money is emotional. We have emotional attachments to our finances and that makes perfect sense. How do we sustain our livelihood? What allows us to travel, explore, and chart... Read More
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... Read More
You'll get the most value from financial planning if your specific goals and needs match a firm's philosophy and services. Let's learn more about each other.