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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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Rising retiree healthcare costs mean today’s retirees need a plan for covering these expenses without becoming financially insecure.

Arbor Capital

Adjusting to retired life can prove challenging, so use these helpful tips to navigate this new chapter of your life and enjoy a fulfilling retirement.

Arbor Capital

Learn how to cope with inflation as a retiree and get one step closer to a secure retirement with these seven helpful retiree inflation tips.

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Blended family estate planning can be complex, but focusing on these seven considerations will allow families to navigate the ups and downs.

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A family financial plan is critical in planning for your family’s financial security and in accomplishing your goals, and you can create one in seven steps.

Arbor Capital

Something broke.  Four banks have disappeared in the past few months.  Silicon Valley Bank, Silvergate Bank, Signature Bank of NY, and First Republic Bank.   Circumstances surrounding the downfall of each bank may differ.  What they have in common is all four banks failed during a time when the Federal Reserve raised

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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.