Security Financial Management Makes The “Best Of Winter Park” List!
We are proud to announce that Security Financial Management was voted as the best financial planning firm! It’s an honor to be recognized for the work that we do for our clients and our community.
Please join us in celebrating this accomplishment and schedule a call if you want to learn more about what we do and how we can help you make the most of your finances.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Regardless of how you approach retirement, there are some things about it that might surprise you.
The federal government requires deceased individuals to file a final income tax return.
This checklist can give you a quick snapshot of how prepared you are.
Here are five facts about Social Security that are important to keep in mind.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What if instead of buying that vacation home, you invested the money?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know how to set up your financial goals for success? This knight does.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.