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Whether it’s ideas from the industry or emerging trends, you can read/watch about it here
Why Most Roth Conversions Fail Coordination Math (Not Market Timing)
By Mike Allen, CFP® · Managing Partner, Security Financial Management · CRD #3153161Reviewed by Dave Allen, CFP® · CRD #1210763 · July 6, 2026 ·
Estate Planning Strategies for Investors 55–75: The Coordination Pattern Most Plans Miss
Most estate plans don’t fail from complexity. They fail from documents that quietly stopped agreeing with each other.
RESOURCES
The Mid-Year Tax Decision Audit: Five Decisions Before September
By Frank Lovaglio, RFC® · Managing Partner, Security Financial Management · CRD #1299700Reviewed by Mike Allen, CFP® · CRD #3153161 · July 6, 2026 ·
Estate Planning Strategies: The Five Documents Every Investor 55-75 Needs to Coordinate
Most estate plans don’t fail from complexity. They fail from documents that quietly stopped agreeing with each other.
Conversation
Market Commentary
Whether it’s ideas from the industry or emerging trends, you can read/watch about it here
Mid-Year Tax Strategy: June CPI Cooldown and Roth Conversion Sizing · SFM
By Frank Lovaglio, RFC® · Managing Partner, Security Financial Management · CRD #1299700Reviewed by Dave Allen, CFP® · CRD #1210763
OBBBA $15M Estate Exemption 2026 — Coordination Commentary
By Frank Lovaglio, RFC® · Managing Partner, Security Financial Management · CRD #1299700Reviewed by Dave Allen, CFP® · CRD #1210763
SFM Market Commentary: 5/8/26
In the last two weeks, markets experienced notable gains with the S&P 500 and Nasdaq posting their largest monthly increases
Brief
Whether it’s ideas from the industry or emerging trends, you can read/watch about it here
Bracket-Window Audit: The Mid-Year Tax Strategy Brief · SFM
The Bracket-Window Audit: Mid-Year Tax Strategy for $1M–$3M Households A five-step decision sequence that coordinates Roth conversion sizing, IRMAA thresholds, 0% LTCG capacity, NIIT drag,
June 2026 Estate & Legacy Planning — Monthly Brief · SFM
By Dave Allen, CFP® · Managing Partner, Security Financial Management · CRD #1210763Reviewed by Mike Allen, CFP® · CRD #3153161 · June 30, 2026 ·
Quarterly Economic Update
Quarterly Economic Update
The second quarter of 2026 demonstrated an important lesson for investors: markets can continue to advance even when uncertainty dominates the headlines. Persistent inflation concerns,
TV Series
Catchup of past episodes of our tv series “Financially Speaking with SFM
SECURITY FINANCIAL MANAGEMENT EPISODE 1
SECURITY FINANCIAL MANAGEMENT EPISODE 2
SECURITY FINANCIAL MANAGEMENT EPISODE 3
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The One Mint With Mitch
Mitch Walk Market Recap: July 30, 2024 Trends & Changes
Mitch Walk weekly market recap covering stocks,
One Minute With Mitch Episode 3 - June 10th
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