Arbor Blog

When we’re not busy crafting financial plans for our clients, we’re voraciously researching and building investment strategies for them. In our spare time, we write articles on topics that matter to you.

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Estate Planning Workshops An Introduction to Estate PlanningJuly 30, 2024 – NoonJoin Arbor Capital as we guide you through estate planning options and how they may benefit you and your heirs. “I know I need a will to protect my family, but where do I start?” “Will my heirs owe

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Investor Education for Those Who Want a Stronger Portfolio Investing can be one of the most powerful ways to build wealth over time, yet it can be a perplexing landscape for those who are just getting started. Whether you’re a novice investor or someone looking to solidify their understanding of

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Kickstart Your Finances for 2024 The end of the year always brings with it a sense of reflection, including what we’d like to change for the next 12 months. That makes right now the perfect time to consider your financial well-being and set strategic goals that pave the way for

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Resolve to Strengthen Your Financial Plan in the New Year and Beyond Retirement planning demands a lot from us – and for quite a long time. Whether it be our time, energy, or financial resources, our retirement needs are always evolving, and we must nurture our savings consistently over the

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Simple Steps to Make the Most of Your Generosity As the year draws to a close, many people are not only planning for the holidays and reflecting on the past year but also feeling inspired by the spirit of giving that comes along with this time of year. Year-end charitable

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Tackle This Life Transition with Optimism and Financial Savvy When your children grow and ‘fly the nest’ it’s a major milestone. You’ve spent many years nurturing them, and now is a good time to nurture your finances. This phase of your life offers a prime opportunity to reassess and reevaluate

There is no time like the present

Let’s connect over a cup of coffee – or if you prefer, we can meet virtually. We meet you where you are.

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Did you know we work with many of our clients completely virtually?

Whether you’re in Fort Lauderdale or Fairbanks – or anywhere in between – we’re happy to serve you outside of the traditional brick-and-mortar advisory relationship. Our clients can opt for virtual or in-person meetings as their needs require.