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.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Second marriages are a trigger event to revisit any existing estate strategies.
Is your estate in order? This short quiz may help you assess your overall strategy.
Retirement choices can be intimidating. Picking the right strategy.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn about cyber liability insurance in this entertaining video.
Have you explored all your options when it comes to managing your taxable income?
Agent Jane Bond is on the case, cracking the code on bonds.
There’s an alarming difference between perception and reality for current and future retirees.
For women, retirement strategy is a long race. It’s helpful to know the route.
Pundits say a lot of things about the markets. Let's see if you can keep up.