As you think about your retirement, you may be naturally concerned about outliving your savings, which we call longevity risk. We use five main strategies for ensuring that you... Read More
Arnold & Mote Wealth Management is now a flat fee financial advisor. Read More
Certificates of Deposit (CDs) have long been a popular choice for savers seeking a secure investment for their cash, but with a higher interest rate than a checking or... Read More
If you are in position to retire with $2 million or more, you have done an excellent job saving for retirement. And now, once you retire you will deal... Read More
You have spent decades planning for retirement. Just when you think you have everything figured out and a concrete retirement plan in place - You get thrown a curveball.... Read More
Choosing between Medicare Advantage and Medigap insurance is a big decision that every retiree has to make. If you are near age 65, you have likely been bombarded with... Read More
Inheriting an annuity can be a great windfall, but can also raise unexpected tax liabilities and administrative burdens to deal with. In this post we cover a few basics... Read More
In this blog post, we will delve into the benefits of investing in low-cost, passively managed index funds. We will explore the academic research on the topic, the underlying... Read More
Donor Advised Funds are a simple, tax advantaged way to give to charity and get a tax deduction for giving money to charity. Here are a few important features... Read More
The FBI estimates that more than $10 billion dollars were lost in 2022 due to cyber related crimes. It has never been more important to keep yourself safe online,... Read More
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