Challenging the Limits of Financial Performance for over 60 Years
Making a positive difference in the financial lives of our clients for over 60 years, Arbogast Financial Centre is a CPA Firm and Registered Investment Advisor located in Melbourne, Florida. Through individualized attention and integrity, our accountants and financial professionals provide efficient and effective services tailored to your unique needs. We strive to provide our clients with the best tools and resources available to achieve financial security and stability in their business and personal life. Whether a small business is in need of accounting or tax services, or someone has personal wealth questions regarding retirement, Arbogast Financial Centre can help.
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For over 60 years, individuals and businesses have relied on our expertise to assist them in reaching their financial goals.
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We believe that financially strong communities emerge, when businesses and individuals are empowered with resources and tools needed to thrive.
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We take your financial needs and goals seriously. Our comprehensive planning firm can help turn your dreams, into your new reality.
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Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
Surprises
Making the most of surprises is a great reason to work with us.