401k, 403b, IRA, Roth IRA… Your retirement savings options can get confusing. I’m here to help. Choosing the right type of plan to help save and grow your money for retirement is important, but it can also be a challenge. In today’s blog, I’ll cover the pros and cons of your 401(k); simple IRAs versus […]
Understanding Your Retirement Account Options Read More »
Now that congress has passed more changes to the laws around retirement planning, what does it mean for your plan? On March 29th, the House of Representatives voted almost unanimously in favor of passing the SECURE Act 2.0 – an expansion of the original 2019 SECURE Act. The new bill — which is expected to
SECURE Act 2.0 Update Read More »
When you’re spring cleaning your house and yard this year, don’t forget your finances. Just as your house doesn’t clean itself, your money can get messy if you ignore it – and even messy enough to jeopardize your retirement goals if you’re not careful. With that in mind, today I’m going to share some Financial
Financial Spring-Cleaning Tips Read More »
Preparing for retirement is a step-by-step process. But what are most essential steps? No two houses are exactly alike. Yet the construction of every house begins with the same basic steps: Pour the foundation, build the frame, install the wiring and so forth. Ignore these steps and you may end up with a shack instead
5 Steps Before Retirement Read More »
Spring is just around the corner – which means so is the 2022 tax deadline. It’s almost March, and that means we’re right in the thick of tax season. If you haven’t filed yet, there’s still time to take steps to help minimize your tax burden, maximize your refund, and help avoid potential penalties. I’ll
The new year has brought new rules to Social Security. What do you need to know to get what’s coming to you? Every year brings new changes and adjustments to the Social Security program, and this year is no exception. Changes for 2022 include a higher taxable wage cap and the biggest cost-of-living increase since
What’s New With Social Security Read More »
You can count on technology to keep changing. But can you count on it for retirement income? As bad as the coronavirus has been for some areas for the economy, it’s been good for others. Many tech companies have seen their fortunes rise thanks to the pandemic. All this has spurred new interest in tech
Tech Investing 101 Read More »
It’s a New Year but it’s the same old story: inflation. How bad will it get, and how can you help protect yourself? As we enter the New Year, inflation remains a major concern for consumers and investors. Beyond that, the current inflation spike also has many older Americans worried about its potential impact on
Inflation Proof Your Retirement Read More »
Happy New Year! I’m going to help you make it even happier by improving your financial health. New Year’s is a time when many people vow to make improvements in their lives, and the two areas they focus on most often are health and finances. Unfortunately, most people also fail to stick to their New
20 Tips to Improve Your Financial Health in 2022 Read More »
Happy Holiday season! Will it be a happy one for the financial markets? And what does next year hold in store? Inflation, interest rates, Covid-19…. As 2021 winds down, big investors are closely watching a lot of uncertain issues. The truth is most of these issues have been around all year. Yet none of them
2022 Market Forecast Read More »
Arbor Financial Services of Florida is a full-service financial firm dedicated to helping those in the Melbourne, FL area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Arbor Financial Services, and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Arbor Financial Services and Sound Income Strategies are not associated entities. Arbor Financial Services is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies are associated entities. © 2023 Arbor Financial Services
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