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.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
There are four very good reasons to start investing. Do you know what they are?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The decision whether to buy or rent a home may have long-term implications.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A special needs trust helps care for a special needs child when you’re gone.
Here are five facts about Social Security that might surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?