Arbor Blog

It has been an interesting last few months. Four banks disappeared in the first half of 2023: Silicon Valley Bank, Silvergate Bank, Signature Bank of NY, and First Republic Bank. Circumstances may differ though all four banks failed as the Federal Reserve raised interest rates at a rapid pace over

With College Costs on the Rise, It Pays to be Prepared If you have children or grandchildren and you’d like to help them pay for college in the future, it’s important to have a plan. College tuition costs have been rising at more than twice the rate of inflation in

Estate Planning Workshops   Our event series has come to an end. To stay informed about upcoming events, subscribe to our newsletter.  “I know I need a will to protect my family, but where do I start?” “Will my heirs owe taxes on my estate?” “I’ve heard trusts are only for avoiding

Strategies to Make the Most of Your Post-Work Life Retirement is a significant milestone in life that requires careful planning, financial foresight, and a proactive approach. Whether you’re just starting your career or approaching retirement age, taking steps to enhance your retirement readiness is crucial. By making thoughtful decisions and

Get Strategic to Optimize Your Wealth Taxes are an inevitable part of our financial lives, though many people prefer not to think much about them! Not only do we sometimes wish we were paying less, but taxes can also feel complicated. If you’ve been practicing avoidance, it might be time

If you’re beginning to plan for your transition into retirement, below are some key elements of creating a retirement exit strategy that will help you navigate this significant life transition with confidence.