Estate Taxes

In 2020 estates worth up to $11.58 million will be excluded from paying the federal estate tax. This means that the federal government could ‘inherit’ a significant portion of your estate unless you take measures to preserve your wealth. Use this federal estate tax calculator to estimate your tax liability.

Is the economy at a tipping point?

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…

Understanding Your Retirement Account Options

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…

SECURE Act 2.0 Update

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?…

Financial Spring-Cleaning Tips

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…

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.

https://www.sec.gov
Broker Check: https://adviserinfo.sec.gov

Contact Us

6555 N Wickham Rd #101 Melbourne, FL 32940

Newsletter

Sign up for our newsletter to get updates, information, news, and insights.

Port Saint John