Blog - Arbor Financial

Discover original, perceptive content and invaluable advice on our blog, featuring thoughts and insight from our team of financial specialists. Explore how the power of income can transform your retirement journey.

How Financial Advisors Can Use AI to Attract More Business Online

More than ever today, financial advisors need a strong online presence to attract and retain clients. It’s all well and good to have a business ...

What Makes a Great Retirement Income Plan? 5 Key Elements

If you were to ask a group of people, “What is the most important goal of a retirement plan?” most would probably answer, “To help ...

From Offense to Defense: The Key Shift in Retirement Planning

Retirement planning requires a strategic shift as you approach your golden years. Early in your career, the focus is on growth — maximizing savings, investing ...

Why an Income-First Strategy Could Be the Key to Your Dream Retirement

We all hope to achieve our “dream” retirement. But hoping isn’t enough. Nor is simply saving a lot of money. As any successful person can ...

5 Retirement Planning Mistakes That Can Cost You – And How to Avoid Them

Retirement is that chapter in life we dream about — the ultimate freedom to enjoy family, pursue passions, and finally relax. Yet, even as we ...

The 7 Secrets of a Stress-Free Retirement: What Most Financial Advisors Won’t Tell You

Plans and goals for retirement may vary from person to person, but there is one thing most everyone wants during their retirement years: peace of ...

Is the economy at a tipping point?

Is the economy at a tipping point? Inflation, rising interest rates, market volatility and talk of a new recession. That’s been the story of the ...

Understanding Your Retirement Account Options

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 ...

SECURE Act 2.0 Update

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 ...

Financial Spring-Cleaning Tips

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 ...

5 Steps Before Retirement

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 ...

Timely Tax Tips

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 ...

What’s New With Social Security

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 ...

Tech Investing 101

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 ...

Inflation Proof Your Retirement

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 ...

20 Tips to Improve Your Financial Health in 2022

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 ...

2022 Market Forecast

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…. ...