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VIDEO: Estate Planning and End-of-Life Documents

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 do they need so that they’re set up for the end of life. The answer is usually pretty simple. You need a will, and if you’re […]

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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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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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