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.

Arbor Capital

Important Considerations to Keep in Mind as You Build Your Retirement Income Plan When it comes to retirement, many Americans depend heavily on their Social Security benefits. In fact, in 2023, Social Security benefits represented around 30% of retirees’ income. That’s why it’s so important to be strategic about your

Arbor Capital

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

Arbor Capital

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

Arbor Capital

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

Arbor Capital

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

Arbor Capital

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.

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.

holding-leaf

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.