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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.

Arbor Capital

Parents often wonder about prioritizing retirement savings vs. education funding for their kids, but proper retirement planning should come first.

Matt Knell

Maximizing Your Retirement Income: Social Security and Financial Planning Strategies Our event series has come to an end. To stay informed about upcoming events, subscribe to our newsletter. Arbor Capital Management is inviting individuals to attend their upcoming Social Security & Financial Planning Workshop for Retirement. The exclusive event will provide attendees

Arbor Capital

Roth Conversion Arbor Capital’s Paul Hurley talks Roth conversions in this brief educational video. Learn what they are, the advantages they offer, important tax considerations, and why a down market may be good timing for your Roth conversion strategy. WATCH Learn More

Matt Kolesky

A roundtable discussion with Arbor Digital about where the Digital Asset industry currently stands, and what the future may have in store for Digital Assets.

Heather Dodson

Take the right financial planning steps as a young professional to gain control of your financial future and find security and peace of mind.

Arbor Capital

Making the wrong retirement planning assumptions can jeopardize your financial plans so make sure your financial future isn’t built on faulty planning practices

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.

cherry blossom pink sakura in Thailand with colorful leaves and a footpath leading into the scene

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.