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Why Most Roth Conversions Fail Coordination Math (Not Market Timing)
By Mike Allen, CFP® · Managing Partner, Security Financial Management · CRD #2587441Reviewed 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® · Senior Partner, Security Financial Management · CRD #1299700Reviewed by Mike Allen, CFP® · CRD #2587441 · 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
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OBBBA $15M Estate Exemption 2026 — Coordination Commentary
By Frank Lovaglio, RFC® · Senior Partner, Security Financial Management · CRD #1299700Reviewed by Dave Allen, CFP® · CRD #1210763
SFM Market Commentary: 3/21/25
In the past two weeks, inflation has eased while policymakers work to address Social Security changes and avoid a government
SFM Market Commentary: 4/4/25
In the last two weeks, the economic outlook has remained stable, with moderate growth, record corporate profits, and a surprising
Brief
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June 2026 Estate & Legacy Planning — Monthly Brief · SFM
By Dave Allen, CFP® · Managing Partner, Security Financial Management · CRD #1210763Reviewed by Mike Allen, CFP® · CRD #2587441 · 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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