Broker Check

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Wednesday, November 15, 2017

Congress Approves Bill and President Trump Signs Bill the Day After The White House explained that the above act will “provide targeted tax relief for taxpayers impacted by Hurricanes Harvey, Irma, and Maria. In addition to...

 

Wednesday, November 1, 2017

Security Financial Management is glad to sponsor the 2017 Heart Walk, the American Heart Association's premiere event in Orlando that raises funds and celebrates progress in the fight against this country's No. 1 and No. 5 killers -...

 

Sunday, October 1, 2017

REGISTER HERE!!! Date: Thursday, October 12 at 12:00 p.m. ET Host: Mike Allen, Financial Advisor, Security Financial Management Description: Have you had "the talk" with your adult children? We'll provide pointers for talking with your...

 

Wednesday, September 27, 2017

“The Talk” - Communicating with Your Adult Children About Your Retirement Plans Date: September 7, 2017 12 PM ESTHost: Mike Allen, Security Financial ManagementDescription: REGISTER HERE

 

Friday, August 18, 2017

These clients presented this special award to Rita for helping them through a very difficult time with another company.

 

Show All

Monday, June 12, 2017

After years of accumulating sweat equity, advisors eventually come to the question, "what is my business worth?" SFM Advisor Group is glad to provide a fair practice valuation for Florida financial advisors who may be nearing...

 

Monday, June 12, 2017

As financial professionals, we have accepted the responsibility of caring for our clients’ financial wellbeing and have agreed to the highest standard of care and concern in helping them achieve their long-term goals. But while...

 

Monday, June 12, 2017

Many advisors go from wirehouse to independent practice with few resources in place – it’s a plunge into the great unknown in which experience and intuitiveness can only help keep advisors afloat. Many still find that even...

 

Monday, June 12, 2017

It’s common sense that firms without a succession plan risk the loss of both clients and referrals. As advisors get older, smart investors naturally begin to wonder about whether their advisor has a succession plan in place....

 

Sunday, June 11, 2017

We’re always looking to leverage new technology to do our jobs better. Recently, we’ve come across an interactive tool that allows us to do just that. It’s called Riskalyze. This unique tool’s patented Risk...

 

Sunday, June 11, 2017

Why is it that we get frustrated over spending five minutes in the fast-food drive-thru as opposed to the typical 90 seconds. Are we that much in a hurry? Anyone not from the United States might easily become bewildered by our behavior...

 

Sunday, June 11, 2017

The popularity of Dave Ramsey’s no-nonsense approach to money management has spurred an ever-growing movement of investors who want to approach their finances the way Dave would approach them. As a Dave Ramsey SmartVestor Pro, we...

 

Sunday, June 11, 2017

It’s well known that knowledge is power. It never fails to amaze me how a simple fact or tidbit of information can dramatically impact our ability to be effective, whether that effectiveness is manifested in our homes, careers,...

 

Wednesday, June 7, 2017

 

Wednesday, April 19, 2017

If you're approaching retirement, it's likely you'll have questions about Medicare and the role it will play in allowing you to maintain your health as well as your standard of living. You won't want to miss our free webinar covering...

 

Monday, March 27, 2017

The gold standard. Good as gold. The golden years… So many of our expressions of value and excellence derive from gold. We even use it to symbolize the lifelong commitment (ideally) of marriage. But when it comes to investing,...

 

Monday, March 20, 2017

Retirement planning always brings about challenges. As a result, you might be interested in a recent webinar I hosted for Lockheed Martin employees which examines 5 challenges that result when delving into the retirement planning...

 

Monday, February 27, 2017

You’ve heard the old saying; the only certainties in life are death and taxes. Well, that’s one way to get into the conversation about life insurance. We’ve often heard no one wants life insurance, but they do want...

 

Monday, February 20, 2017

Predictions on November 7, 2016, the day before voters elected Donald Trump as our next president… “As the historic 2016 U.S. presidential election approaches, major Wall Street analysts agree that the S&P 500 will likely...

 

Saturday, February 11, 2017

Since the “great recession,” interest rates have been considered low by historical standards, and it’s not just a recent phenomenon. Real interest rates and inflation have been in decline since the 1980s. While this...

 

Monday, January 30, 2017

Fly fishing has been my lifelong passion, and I’ve tried for nearly four decades to inspire some modicum of that passion in my wife, Vicky. She’s fished with me over the years, but generally as a neutral observer. Even a...

 

Saturday, January 14, 2017

January 26th at 6:00 p.m. ET https://attendee.gotowebinar.com/register/5623265683101127427 January 27th at 11:00 a.m. ET https://attendee.gotowebinar.com/register/8833676908486163715 Over the years, I have had the pleasure of guiding...

 

Saturday, January 7, 2017

Your life is unique, so your financial plan should be too. It should help you gain greater clarity around your goals and challenges and create a path for you to follow. There are 3 simple steps to creating a financial plan with many...

 

Tuesday, January 3, 2017

The rising cost of healthcare impacts everyone whether you’re current working and have a rich benefits program or you are retired and utilizing Medicare. Even still, planning for the cost of healthcare in retirement is often...

 

Tuesday, December 20, 2016

This is a heavy and uncomfortable question that seems impossible to answer at first. While no one has a crystal ball that predicts the future, there are leading indicators that can help you come up with an estimate. Thanks to medical...

 

Monday, December 12, 2016

Do you know how you want to spend your time in retirement? What is your vision of how you will spend your time in retirement? Rather than taking a 50,000 foot view, get specific! Think of an average day and how the hours you used to...

 

Monday, December 5, 2016

There are many rules of thumb to help determine your needs in retirement and if you haven’t calculated it out, the sooner you do, the better you can plan. Beyond a guesstimate that considers just your current savings, social...

 

Monday, November 28, 2016

Some People think the process is very cumbersome (and potty training a puppy is not?). The process of buying life insurance really is not as difficult as most people think. There is a process of what is called underwriting that helps...

 

Tuesday, November 15, 2016

Even if you don’t consider yourself much of a gambler, you probably can answer this question correctly: Are you likely to lose more money placing one $100 bet or 50 $2 bets? If you answered the $100 bet you are right, but what...

 

Tuesday, November 8, 2016

As a financial planner, I guide my clients through many of life's transitions. I have more and more financial planning clients who are recent "Empty Nesters" and have no need for all the space in the home where they raised their...

 

Tuesday, November 1, 2016

Stock Market Performance in the Periods Following All-Time Record Highs This is the second in a two-part blog of our Quarterly Investment Committee Briefing. On August 15, several of the major U.S. stock market indices reached all-time...

 

Tuesday, October 25, 2016

So far this year, one of the big stories in global markets was the surprise Brexit vote in the third week of June. Conventional wisdom was that this event was a harbinger of future economic weakness and lower markets. Markets fell a...

 

Monday, October 17, 2016

The problem with good advice is that it tends to be boring, especially when it comes to your portfolio. This is a good thing. For investors, excitement can be your worst enemy. Excitement generates headlines; it causes people to be...

 

Tuesday, October 11, 2016

As we approach Election Day on November 8, there will be endless debate, prognostication and media hype. But even before a single vote has been cast, the potential results are already being priced into stocks around the world. While...

 

Monday, September 26, 2016

You’ve heard the old saying; the only certainties in life are death and taxes. Well, that’s one way to get into the conversation about life insurance. We’ve often heard no one wants life insurance, but they do want...