Working with the right professional is important, but financial success starts at home. Even the best financial strategy can be undermined by bad habits. The good news is you can improve those habits. Today we’ll cover: why this is so important; how to evaluate where you’re at; how to improve your path forward; and how …
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 …
Some things are simple in concept, but not easy in execution. Investing is one of them. So, why is doing it so hard? Today we’ll cover: What makes investing simple, but not easy; the challenges of different types of investing; tips to help make you a better investor; and the single most important key to …
It’s always a relief when tax season is over. But then again, tax season is never over. You may leave behind a lot of things when you retire, but your tax burden isn’t one of them. In fact, taxes can potentially be an even bigger burden in retirement. The keys to avoiding that problem …
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…
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.
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
The days of cold, hard cash are numbered. What will the shift to digital currency mean for investors? What investors need to know.
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.
