Insights
Whether it’s ideas from the industry or emerging trends, you can read/watch about it here
Why Medicare Planning Isn’t About Medicare — It’s About the Two-Year Lookback
By Frank Lovaglio, RFC® · Managing Partner, Security Financial Management · CRD #1299700Reviewed by Dave Allen, CFP® · CRD #1210763 · August 3, 2026
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.
