Arbor Blog

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

Your Retirement Plan is Most Effective When You Know Your Aspirations When you think about your retirement plan, you might be focusing solely on your financials. While critically important, of course, money matters are not the only plans you need to have in place in order to enjoy the retirement

Last quarter we posed the question of whether outside the largest “too big to fail banks,” would we see additional bank failures or perhaps a wave of consolidation.  It was a quiet quarter for banks.  But it could get exciting as the 10/20/30-year treasury bond yields rise.  Banks usually hold

How to Get Intentional About Your Joint Financial Future Money matters are an essential aspect of any relationship, and yet many people still feel it’s taboo to talk finance. Financial conversations with your spouse or partner can be challenging, but they are crucial for maintaining a healthy and stable financial

Unlocking Your Financial Potential In the ever-evolving landscape of personal finance, it’s smart to be continually on the lookout for ways that you can optimize your retirement strategy and minimize your tax burdens. One such strategy that is a savvy move for many people is the Roth conversion. This financial

Tips to Cultivate Your Finances this Fall Season In the landscape of personal finance, setting and achieving financial goals is a bit like cultivating a fruitful garden. Just as a diligent gardener tends to their plants with care, you should nurture your financial aspirations to reap a bountiful harvest in