Securenet Financial

06/03/2026

What is your biggest tax-planning priority right now? Whether it is reviewing RMDs, adjusting estimated payments, or mapping out charitable giving, midyear can be a useful time to take stock before year-end.

📥 Download our Midyear Tax Planning Guide to build your checklist. https://lp.securenetfinancial.com/midyear-tax-planning/?UTM=social

06/03/2026

Inflation affects everyone, but a flexible budget can help you adapt. 📊 Learn how to design a spending plan that adjusts as prices rise. 📖 Read more at https://securenetfinancial.com/designing-a-flexible-budget-that-adjusts-with-inflation

06/03/2026

You're invited for "Coffee With An Advisor" in The Villages community! Have a FREE COFFEE on us and join Josh Gussler, Investment Advisor at Securenet Financial, for an informal discussion about financial planning and retirement related topics. Bring your questions!

DATE: Tuesday, June 9th
TIME: 9:30 AM - 10:30 AM
LOCATION: Lucky Goat Coffee House | Eastport Town Square
(7033 Eastport Dr, Sumterville, FL)

Limited Seating | First Come, First Served!

No pre-registration required. Sign-up required at time of event to participate. Questions? Call 352-312-9900.

06/02/2026

Understanding skilled nursing and long-term care coverage is key for future planning. This overview helps you differentiate the options and what to evaluate when planning for care.

🎥 Want a clear look at how long-term care fits into your plan? Dive in here: https://youtu.be/OO47KM-un5A

In this video, we dive into the evolving world of Skilled Nursing F...

06/01/2026

Securenet Financial was a proud sponsor today at the 2026 Warner Family Sports Foundation Inaugural Golf Classic at Harbor Hills Country Club! Our Investment Advisor, Josh Gussler, also participated in the event alongside Securenet clients Shawna and Gary K. with their friends, Tony and Cheryl. Thank you -- what a great group of people! We'd also like to give a big shout-out to Warner Family Sports Foundation for hosting the Golf Classic. Securenet Financial supports thier mission to expand access to youth sports through scholarships, equipment assistance, and community programming.

06/01/2026

Consider the impact of your legacy. Our newsletter provides insights on establishing a plan that aligns with your long-term wishes. Start your journey by subscribing at https://www.securenetfinancial.com/subscribe/?UTM=newsletter-social 🌳

05/31/2026

📝 Have you reviewed your beneficiary designations recently? Outdated choices can create complications for your loved ones. Share your thoughts below, and download our guide to learn why updating beneficiaries is so important.

📥 Get your guide here https://monkeylink.co/1d84dd

05/30/2026

📚 Are you prepared for taxes on your Social Security benefits? If your income reaches certain levels, your benefits could be taxable. Find out more in our Tax Strategies for Retirement guide.
📥 Download here https://monkeylink.co/4594f0

05/29/2026

Review your financial apps. Are they helping you stay organized, or is it time to explore better tools?

05/28/2026

💼 Planning for retirement? A tax-efficient strategy can help you make the most of your savings. Learn how to incorporate these key elements into your plan with our complimentary Tax Strategies for Retirement guide.
📥 Get the guide here https://monkeylink.co/4594f0