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.
Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Helpful Content
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
When Markets React
When markets shift, experienced investors stick to their strategy.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Surprises
Making the most of surprises is a great reason to work with us.