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 vow to make improvements in their lives, and the two areas they focus on most often are health and finances. Unfortunately, most people also fail to stick to their New …
20 Tips to Improve Your Financial Health in 2022 Read More »
When you buy clothes, you make sure they fit first. Why not do the same with your financial plan? As I’ve said many times, in my experience, shifting your investment focus from growth to income in the years just before or during retirement makes sense for most people. But how do you know if an …
When you buy clothes, you make sure they fit first. Why not do the same with your financial plan? Shifting your investment focus from growth to income in the years just before or during retirement makes sense for most people. But how do you know if an income strategy is really right for you? Here …
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 media asking fun questions like, “what’s your favorite song” or “who was your favorite teacher?” Millions of people give answers without realizing they’re providing password hints to scammers. Financial scams …
Last month, I identified several issues that could shake up the markets this fall, and they’ve been shaking them. However, new issues have also emerged. Entering September, the stock market was on a seven-month winning streak and had achieved new record highs as recently as mid-August. Then volatility began to spike around Labor Day, and …
What’s Driving Wall Street’s New Nervousness? Lots! Read More »
Some risks you can’t see coming. Others you can try to predict – and prepare for. It’s all well and good to dream about a happy retirement, but it’s up to you to make that dream come true. An important part of fulfilling your dream is understanding that retirement brings on a host of new …
It’s important to understand why it’s dangerous to follow cookie-cutter solutions with regards to financial investments. This comes as a response to the common occurrence among many financial advisors who conveniently suggest existing and readily available solutions to their clients. For anyone to appreciate the depth of the problem, one must first understand that investors …
The Dangers of Following Cookie-Cutter Financial Rules and Strategies Read More »
Summer days are slipping away. Are you financially ready for Fall? For most people, Summer is the season to relax and forget about your finances. That’s fine as long as you think about them again come Fall. Once you do, there are some easy financial moves you can make to help ensure you’re still on …
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
Schedule a complimentary 15-minute call with one of our advisors.
