Arbor Financial Services Blog
The [Firm Name] Services Blog features timely tips and insights on a variety of financial topics important to retirees and near-retirees.
Is the economy at a tipping point?
Is the economy at a tipping point? Inflation, rising interest rates, market volatility and talk of a new recession. That’s been the story of the
Understanding Your Retirement Account Options
401k, 403b, IRA, Roth IRA… Your retirement savings options can get confusing. I’m here to help. Choosing the right type of plan to help save
SECURE Act 2.0 Update
Now that congress has passed more changes to the laws around retirement planning, what does it mean for your plan? On March 29th, the House
Financial Spring-Cleaning Tips
When you’re spring cleaning your house and yard this year, don’t forget your finances. Just as your house doesn’t clean itself, your money can get
5 Steps Before Retirement
Preparing for retirement is a step-by-step process. But what are most essential steps? No two houses are exactly alike. Yet the construction of every house
Timely Tax Tips
Spring is just around the corner – which means so is the 2022 tax deadline. It’s almost March, and that means we’re right in the
What’s New With Social Security
The new year has brought new rules to Social Security. What do you need to know to get what’s coming to you? Every year brings
Tech Investing 101
You can count on technology to keep changing. But can you count on it for retirement income? As bad as the coronavirus has been for
Inflation Proof Your Retirement
It’s a New Year but it’s the same old story: inflation. How bad will it get, and how can you help protect yourself? As we
20 Tips to Improve Your Financial Health in 2022
Happy New Year! I’m going to help you make it even happier by improving your financial health. New Year’s is a time when many people
2022 Market Forecast
Happy Holiday season! Will it be a happy one for the financial markets? And what does next year hold in store? Inflation, interest rates, Covid-19….
Is Investing for Income Right for Me?
When you buy clothes, you make sure they fit first. Why not do the same with your financial plan? As I’ve said many times, in