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Arnold & Mote Wealth Management Blog

VIDEO: Expenses You Can Use Iowa 529 Plans For

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 and what happens if you don’t use the money for the child that you set it up for. First, make sure you’ve checked the long list […]

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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?     Hi, this is Quinn Arnold with Arnold & Mote Wealth Management. The question today is, “do I need a budget once I go into retirement?” The answer really depends on what kind of a spender you are while you’re still working. We worked with a client last […]

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