The new year has brought new rules to Social Security. What do you need to know to get what’s coming to you? Every year brings new changes and adjustments to the Social Security program, and this year is no exception. Changes for 2022 include a higher taxable wage cap and the biggest cost-of-living increase since […]
What’s New With Social Security Read More »
You can count on technology to keep changing. But can you count on it for retirement income? As bad as the coronavirus has been for some areas for the economy, it’s been good for others. Many tech companies have seen their fortunes rise thanks to the pandemic. All this has spurred new interest in tech
Tech Investing 101 Read More »
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 »
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? 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
Is Investing for Income Right for Me? 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 »
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 »
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. Before you begin to act on your estate plan, it is important to understand the key topics that may arise as you address your specific needs. Teamwork is Everything It is
Estate Planning 101 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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