Archives: Educational Videos

7 Retirement Risks

As hard-working Americans transition into full retirement, many don’t realize they’re crossing the threshold into a new way of living where they could be vulnerable to risks unique to retirees. After spending decades working toward a goal, too many retirees have had their plans derailed by 7 easy-to-avoid risks. This video explains what you can …

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The Financial Mousetrap

Finding the right financial advisor can be challenging. However, knowing the right questions to ask can help you identify an advisor’s investment philosophy—which is essential for your long-term financial health. This video offers tips to help you select the right financial advisor.

IRAs

There are many considerations in determining what type of IRA is right for you. This video explains some of the most important aspects of owning an IRA.

Estate Planning

Although estate planning can be complex, a well-constructed plan can make a big difference in what is left for your loved ones. This video explains the essentials of what you need to know to ensure you have a well-thought-out estate plan in place.

Your Financial Sherpa

Finding the right financial advisor can be a challenge. This video explains how hiring the right advisor can not only help you reach your retirement goals but circumvent mistakes that could impact your quality of life in retirement.

Required Minimum Distributions

The idea behind Required Minimum Distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but they also want to make sure we don’t misuse it. There are many variables to consider when taking RMDs, so we’ve created this video to help you better understand tax …

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SIS Investment Approach

Not all financial advisors are the same. And as you near retirement, the stakes are too high to work with the wrong advisor. Watch this video to find out if the advisor you are working with has the specialized knowledge required to help you enjoy steady streams of income you can count on well into …

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Social Security

Knowing when and how to apply for Social Security can greatly impact your retirement years. Watch this video to learn how to maximize your benefits and get the most of which you are entitled, and strategies to minimize your tax burden from Social Security.

Money Markets

When it comes to planning and saving for retirement, people often underestimate the amount of income they will need during retirement. This can lead to placing too much money in the bank. This video was created to help you understand the negative effects of having too much money in the bank and how it can …

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Stock Market History

Most of us would agree that history oftentimes repeats itself. That is especially true with the stock market. This video illustrates cyclical patterns in the stock market over the past 100 years and offers steps you can take today to help protect your retirement savings.

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.

Copyright © 2022 Arbor Financial Services of Florida. All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Sound Income Strategies 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. © 2022 Sound Income Strategies.

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