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Arnold & Mote Wealth Management Blog

VIDEO: 529 Plans

Let’s talk about 529 Plans! Did you know that you can use your 529 Plan on a variety of education-related expenses?

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College Planning Budget

How To Create a Budget That Supports College Planning

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 new territories? Is there something we use that provides our children with a better life? The short answer to all of these questions is simple: finances. […]

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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 management of thoughts, ideas, and tasks. I am gifting you a list today that focuses on many of the questions you need to answer in […]

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VIDEO: Do You Need a Retirement Budget?

Do you need a retirement budget? Knowing what you’re spending – and whether or not your savings supports your lifestyle – can be a huge help as you head into retirement. Watch our latest video to learn more!

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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: operating autonomously and moving synergistically to produce a better whole, one that is more than the sum of its parts. Luckily, you do not have […]

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