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.
Helpful Content
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?