Financial Reports

Make Better Informed Decisions About Your Financial Future

At Arbor Financial Services of Florida, we strive to keep our clients informed about the issues that could impact their quality of life in retirement. Through financial education, we believe you can make better informed decisions about your financial future.

By reading our financial reports, you’ll gain access to a wealth of information that can help guide you towards the retirement you’ve always envisioned.

Whether you want to learn how to help reduce your exposure to stock market risk or how fixed income investments can help you generate consistent and renewable streams of income for retirement, our financial reports are a great way to get started.

The Definitive Guide to Retirement Income

The Definitive Guide to Retirement Income

When it comes to retirement, a good way to avoid outliving your savings is to have your investments generate enough...
When it comes to retirement, a good way to avoid outliving your savings is to have your investments generate enough income to cover your expenses—so you can avoid tapping into...
Proactive Tax Saving Strategies

Proactive Tax Saving Strategies

Tax laws and regulations are constantly changing, that’s why it’s imperative that you meet with your CPA or financial advisor...
Tax laws and regulations are constantly changing, that’s why it’s imperative that you meet with your CPA or financial advisor every year, to talk about potential tax savings strategies as...
7 Risks to Your Retirement

7 Risks to Your Retirement

As many Americans get ready to transition into full retirement, they don’t realize they’re crossing the threshold into a new...
As many Americans get ready to transition into full retirement, they don’t realize they’re crossing the threshold into a new way of living—one in which they’re vulnerable to risks that...
10 Signs You’re Working with a True Retirement Income Specialist

10 Signs You’re Working with a True Retirement Income Specialist

Not all financial advisors are the same. And as you near retirement, the stakes are too high to work with...
Not all financial advisors are the same. And as you near retirement, the stakes are too high to work with the wrong advisor. Read this report to find out if...
Are Your Allocations Right for RMDs?

Are Your Allocations Right for RMDs?

It takes a well-planned strategy to ensure your investments are generating enough in interest and dividends to cover IRS-mandated RMDs....
It takes a well-planned strategy to ensure your investments are generating enough in interest and dividends to cover IRS-mandated RMDs. Because if they’re not, then your RMDs will likely have...
Bonds vs Bond Mutual Funds

Bonds vs Bond Mutual Funds

Bond mutual funds carry risks, costs, and tax implications that can be significantly reduced by investing in a portfolio of...
Bond mutual funds carry risks, costs, and tax implications that can be significantly reduced by investing in a portfolio of individual bonds, and bond-like instruments. Our Bonds vs Bond Mutual...
The Dangers of Spending Down Principal During Retirement

The Dangers of Spending Down Principal During Retirement

Save as much as you can so you can to live off of the interest and avoid spending principal. It’s...
Save as much as you can so you can to live off of the interest and avoid spending principal. It’s sage advice and a concept that’s fairly easy to understand....
Estate Planning

Estate Planning

Although estate planning can be a complex task, a well-constructed plan can make a big difference in what is left...
Although estate planning can be a complex task, a well-constructed plan can make a big difference in what is left for your loved ones. Our report explains the essentials of...
Income for Life: Your Guide to Annuities

Income for Life: Your Guide to Annuities

With the potential for tax-deferred growth and a guaranteed income stream, annuities can play an important role in helping meet...
With the potential for tax-deferred growth and a guaranteed income stream, annuities can play an important role in helping meet your retirement objectives. But not all annuities are the same....
Understanding Social Security Benefits

Understanding Social Security Benefits

Even if you’ve determined the best time and method for taking your Social Security benefits, it won’t matter much unless...
Even if you’ve determined the best time and method for taking your Social Security benefits, it won’t matter much unless you properly coordinate your benefits with your overall retirement income...
The Power of Women

The Power of Women

Women are earning, controlling, and inheriting more wealth than ever before. With this wealth comes more financial responsibility, complexity, and...
Women are earning, controlling, and inheriting more wealth than ever before. With this wealth comes more financial responsibility, complexity, and opportunities. Our Women and Wealth report identifies steps women, and...
10 Ways to Invest for Income

10 Ways to Invest for Income

Investing for income can come with less risk than investing for growth through traditional stock market-based investments. That’s because fixed...
Investing for income can come with less risk than investing for growth through traditional stock market-based investments. That’s because fixed income investing is an approach focused on helping to preserve...

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 offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Arbor Financial Services of Florida, Inc. and Sound Income Strategies, LLC are not associated entities. Arbor Financial Services of Florida, Inc. is a franchise of The Retirement Income Store®, LLC. The Retirement Income Store®, LLC and Sound Income Strategies, LLC are associated entities.

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