Arbor Wealth Strategies and Insurance Solutions

08/31/2024

I am honored to have qualified for New York Life Chairman's Council for 2024. Looking forward to seeing my peers from around the country at our annual gathering this fall!

07/30/2024

Small businesses employ nearly half of all U.S. workers, yet many do not have access to a financial professional. That’s why I’m committed to helping provide solutions that protect small businesses and their employees in my local community.

What can a New York Life agent do for your small business? Find out what type of solutions are offered to help protect your business.

07/23/2024

Do you have a formal succession plan for your business? As a New York Life agent, I can help you secure the future of your business. Learn about the importance of a succession plan in the below article.

When planning for a business transition there are some options to consider. Learn how to create a succession plan with these strategies.

07/20/2024

Wow! I can't believe it's been 14 years since I began my career in financial services. I want to thank my family, my staff, and my wonderful clients for their continued trust and support over the years!

06/04/2024

What is The Nautilus Group?
As a member agent of The Nautilus Group, I have exclusive access to an elite group of experienced professionals who work with me, my clients, and their other financial advisors to provide state-of-the-art planning strategies to help them attain clarity on their financial situations and achieve their business and estate planning objectives. Watch this short video to learn more. The Nautilus Group®️ is a service of New York Life Insurance Company. https://bit.ly/3RfB3RD

06/04/2024

From diversifying your investments to knowing when to claim Social Security, retirement planning is no easy task. With some preparation and a little help, however, you can have peace of mind knowing you're on the right track. Reach out, and I'll help you every step of the way.

When financially transitioning into retirement, consider these common income planning mistakes and how to avoid them.

05/28/2024

Tax-free transfers from IRAs to CRTs and CGAs
IRA owners who want to support a specific charity but also like the idea of receiving a lifetime stream of steady payments can now do both, thanks to a new law described in this article from Professor Chris Hoyt. Learn how donors can retain income from donated funds while ensuring future support for their chosen causes and take full advantage of this evolving landscape of charitable giving options.
https://bit.ly/3yF2s9h

05/21/2024

Protecting your partner
Watch this short video to learn how business owners can cope with the unexpected loss of a business partner. http://bit.ly/1GigKFm

05/14/2024

Putting a child to work in the family business is a great way to pass down family values, help develop valuable skills and a strong work ethic, and potentially save on taxes. Check out these do’s and don’ts for business owner parents, provided by The Nautilus Group, and then let’s talk about the potential benefits and drawbacks for your situation. The Nautilus Group is a service of New York Life Insurance Company. https://bit.ly/44YwBwt

05/07/2024

Whether it’s obtaining accurate business valuations, making confident decisions, or segregating marital assets in a divorce, there are a number of situations where it can be beneficial to distinguish between personal goodwill and enterprise goodwill. Read this article to learn more about these distinctions and the far-reaching tax and legal implications that could impact owners of a closely held business.

05/02/2024

What are some positive habits that help you excel in life?