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Arnold & Mote Wealth Management Blog

The Secret To A Happy Retirement

Jean-Jacques Rousseau said it best: Money can buy material things, but real happiness must be truly earned. The French philosopher was known for his ardent belief in people and the crucial role they played in society. Written in 1750, the phrase above is one of the earliest known uses of the common phrase money can’t […]

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3 Pillars Of Retirement Planning (Beyond Just Saving!)

Have you ever read a book that allowed you to choose your own path? You can either go left or right, open the door or keep it closed, you can decide the route the character takes. This interactive version of storytelling allows each reader to go on their own adventure within the text, choosing for […]

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How To Manage Competing Financial Goals

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 their kids expected them to pay for college. There is increasing pressure for parents to pay for their child’s education, but the cost of such an […]

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What Is Financial Planning?

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 financial planning, there are so many other services and procedures designed to optimize the entirety of your financial landscape. Financial planning is a comprehensive practice that […]

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Retirement Budget Blog

How To Make A Retirement Budget (That Actually Works!)

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 up something really quick. But wait, the recipe also estimates about 30 minutes of prep time. My quick meal just turned into an hour-long event. It […]

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