Arbor Wealth

Empowering our clients with the knowledge and the confidence to make smart financial decisions that impact their lives and future generations.

[Arbor Wealth @arborwealthnc]

Financial professionals do eventually retire, just like most people. Deciding what path to take after your trusted advisor moves on is not an easy choice!

Check out the blog this week to learn more about what to do when your advisor steps into retirement.
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[Arbor Wealth @arborwealthnc]

The ins and outs of investing are things that we are very familiar with. Tune in to this quick video to hear Matt give us some information on the basics of investing and some strategies you can use!

As always, feel free to reach out to us with any questions!

[Arbor Wealth @arborwealthnc]

Yesterday, some members of the Arbor team attended a Wine Down Wednesday event hosted by our Mass Mutual partners.

The event was the perfect opportunity to enjoy some good community, relax after a day at the office, and of course, to Wine Down!

[Arbor Wealth @arborwealthnc]

Investing is a daunting prospect, yet one that the Arbor team is acquainted with and willing to help you understand!

Check out this blog to familiarize yourself with some basic investment principles and become a little more comfortable with the topic.

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[Arbor Wealth @arborwealthnc]

Meet out interns for the summer, Garrett and Parker! Both guys study at NC State, and are excited to help out around here.

Garrett will be helping us integrate some new data management software, while Parker is taking over on social media.

Welcome to the team guys!

[Arbor Wealth @arborwealthnc]

For the Arbor team, the most important parts of the job are the relationships we get to build. We care about your finances because we care about you!

Check out this blog to read more about how the relationships are the biggest aspects of what we do.

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[Arbor Wealth @arborwealthnc]

Here at Arbor, ensuring that our individual efforts contribute to team goals cohesively and effectively is a daily focus.

Our Tuesday morning meetings are the perfect opportunity for us to get the team on the same page, coordinate next steps, and drink plenty of coffee!

[Arbor Wealth @arborwealthnc]

Financial Literacy Month suggests it's time to take advantage of available tools, resources, and tips for financial education that can help increase your financial success. This month put yourself back in the driver's seat!

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[Arbor Wealth @arborwealthnc]

Coming soon to Arbor... Stay tuned!

#experiencearbor #arborwealthnc #ComingSoon

[Arbor Wealth @arborwealthnc]

If you haven’t shown your children how to handle their money, you’ve left them vulnerable to a lifetime of financial insecurity. Check out our blog this week to learn more!

#experiencearbor #arborwealthnc

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[Arbor Wealth @arborwealthnc]

According to Arbor, there are 2 timeless lessons for investors from the past year. Check them out below!

#accordingtoarbor #experiencearbor #arborwealthnc

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[Arbor Wealth @arborwealthnc]

Take a look at Arbor behind the scenes! During these crazy times, we are hard at work.

If you have any questions, just ask. We are always here to help!

#experiencearbor #arborwealthnc

[Arbor Wealth @arborwealthnc]

At the end of the day, all that matters is that your net worth is appropriate for your future financial plans and that you are on a course to meet your financial goals.

#experiencearbor #arborwealthnc

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[Arbor Wealth @arborwealthnc]

Before going over the terms, it’s important to understand what annuities are and what they do. Check out Founding Partner, Raymond Wickham, below to gather a more in-depth understanding of the different types of annuities!

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[Arbor Wealth @arborwealthnc]

North Carolina and the Triangle area are home to some of the best-kept secrets when it comes to food, shopping and more.

Vicious Fishes Brewery
Piranha Joe Coffee
Taqueria El Toro
Hayes Barton Cafe
Sunni Sky's Homemade Ice Cream Inc.
Ceviche's
Raleigh Rose Garden

#arborwealth

[Arbor Wealth @arborwealthnc]

Happy St. Patrick's Day, everyone!

One year ago, everything changed. How are you celebrating the holiday this year?

#experiencearbor #arborwealthnc

[Arbor Wealth @arborwealthnc]

Health savings accounts (HSAs) are an option to help pay for today’s medical expenses and are typically coupled with a high deductible health insurance plan.

Check out our blog this week to find out more!

#experiencearbor #arborwealthnc

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[Arbor Wealth @arborwealthnc]

According to Arbor, nobody thinks it can happen to them...until it does. Ensure Stability by insuring against disability. Disability Income Insurance can help reduce the income gap with a monthly benefit should you become too sick or hurt to work.

https://t.co/ZtC3jKMQhy

[Arbor Wealth @arborwealthnc]

A little inspiration and motivation as we head into the weekend! Happy Friday everyone!

#motivationalfriday #experiencearbor #arborwealthnc

[Arbor Wealth @arborwealthnc]

If you are new to the world of annuities, you might bump into some financial terms you’ve never met before.

So we thought it’d be useful to explain some of the more common annuity language!

#experiencearbor #arborwealthnc

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