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…. As 2021 winds down, big investors are closely watching a lot of uncertain issues. The truth is most of these issues have been around all year. Yet none of them […]
2022 Market Forecast Read More »
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
Is Investing for Income Right for Me? Read More »
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
Sure, ghosts and goblins are scary, but in some ways there’s nothing scarier than retirement. It’s that spooky time of year again. But when it comes to true scares, Halloween can’t compete with retirement. The transition to retirement is one of the biggest changes you’ll ever make in life, and for many it is full
Scary Facts About Retirement Read More »
The Summer that began with so much optimism is coming to an end. While Wall Street is still clinging to optimism, its grip may be severely tested this Fall. A host of issues have emerged that could impact all the financial markets just as we head into a season already known for market turmoil. Are
Skeletons are Piling Up in the World’s Closet as Fall Arrives Read More »
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
Fall Financial Moves Read More »
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…
COVID and Retirement Read More »
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.
Income Options Toolkit Read More »
In confusing times, it is easy to make mistakes. Are you making one now with your retirement plan? Here are four mistakes you might be making right now and how to fix them
Four Mistakes You Might Be Making Right Now Read More »
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
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