Arbor Financial Services Blog

The Arbor Financial Services Blog features timely tips and insights on a variety of financial topics important to retirees and near-retirees.

Advisor Tech Talk (Week of 10/1/24)

By Christopher Robbins September 30, 2024 https://dwealth.news/2024/09/advisor-tech-talk-week-of-10-1-24/ This week in Advisor Tech Talk, wealth management continues its hot streak of activity, and of course, wealthtech

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An Income Guru Denounces the 4% Rule

By John Kimelman September 20, 2024 https://www.advisorhub.com/resources/denounce-4-percent/ “The problem with these withdrawal rules is that the number is always changing,” says Scranton. “Traditionally, the withdrawal

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Sound Income Group Rebrands Consulting Unit

Consulting, Coaching And Marketing Services Provider Advisors’ Academy Rebranded To Sound Income Academy James Miller Sept. 6, 2024 https://wealthsolutionsreport.com/2024/09/06/sound-income-group-rebrands-consulting-unit/ Financial services company Sound Income Group rebranded its

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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

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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….

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Retirement Scams

What was the name of your favorite pet? Wait, don’t answer! It could get you scammed! We’ve all seen those innocent looking memes on social

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COVID and Retirement

One silver lining in any disaster is that we learn from it. The coronavirus pandemic was no exception. Governments learned, scientists learned, and hopefully you did, too. Let’s look at Four Personal Finance Lessons from the Coronavirus…

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Income Options Toolkit

To do the job right, you need the right tools. That’s especially true when the job is your retirement. What is in the toolbox of an advisor who specializes in income? Let’s find out.

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Trump’s Tax Cuts

February 2, 2020 | Guests: Peter Schiff & Logan Mohtashami The Income Generation With David J. Scranton ***Disclaimer: Sound Income Strategies, LLC is a registered

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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

A franchise of Retirement Income Source.

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