Blog Posts

We often talk about estate planning in our conversations and review meetings, but one area of estate planning that is becoming increasingly important is the protection of your digital assets.

Have you considered your digital assets when working on your estate plan?

Do you know how much your digital assets are worth?

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We are something other than what we imagine, something greater. We heed that mysterious calling—to connect ourselves with others. That’s the voice of gratitude. That’s why we say thank you.

Gratitude is not so much a moral obligation. It is a yearning to step beyond ourselves.

Gratitude links us to that raw precept expressed in President Lincoln’s sweeping, majestic prose in his first inaugural address: “…when again touched, as surely they will be, by the better angels of our nature.”

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By Ryan W. Brooke

A few years ago, I knew I wanted to get more involved in my local community. After speaking with trusted friends and leaders in the community, I was introduced to the Raymore-Peculiar Sunrise Optimist Club. While I will admit I hadn’t heard of the organization before, I quickly learned that it would be a great fit and allow me to make an immediate impact on my community.

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By Jessica Searcy Kmetty

In Part I of this blog series, we introduced you to Meredith, a self-described community creator, home curator, minimalist, hipster mama who is raising 3 “wonderful wilds” in NYC. We talked about how she manages finances for her family, how she and her husband discuss their money scripts, and her philosophy on debt and spending. In Part II, we talked about her family’s “no-spend” months and how you could incorporate them into your life. In Part III, we’re going to hear more about her children, all of whom are employed.

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By Michael J. Searcy

In our current market, we’re seeing changes daily and some are drastic enough to spook even the most seasoned investor and cause them to make decisions outside of their best interest. How have the market changes been affecting you?

If you were to ask yourself whether you make decisions based on headlines and short-term volatility scares, you would probably believe those issues wouldn’t affect your behavior. We tend to believe that we will always make the most rational, considerate decisions. However, controlling your emotions during volatile markets and staying rational isn’t as easy as you might think.

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Covering topics including personal and financial goals, financial freedom (retirement) planning, estate and asset conservation, insurance and tax needs to deliver a financial plan to help you acquire, grow and preserve your wealth.

Discussing investment strategies to acquire, grow and preserve wealth, risk, investment goals, asset allocation and portfolio management (which includes securities selection, trading, performance monitoring and responding to changes in the markets and the economy.)

Discussing topics of concern to physicians and medical professionals, including debt management, contract negotiations, asset protection, succession planning for your practice, insurance needs, and other professional and financial challenges. 

Multi-generational families face financial concerns coming from different viewpoints and backgrounds, including wealth transfer, family foundation planning, and continuity while addressing emotional and psychological perspectives of family members.

We help you identify your specific retirement goals and develop a plan and strategy that can help you achieve them.

By understanding what a successful retirement plan looks like to you and your company, we will help you assess your goals to keep your retirement plan on track to benefit your business and employees. The heavy-lifting of the plan management becomes our responsibility, leaving you free to focus on the management of your business. 

We are committed to quality, support, and ethical business practices so that our Overland Park firm will be your choice for financial advisement.

Searcy Financial helps clients choose an appropriate claiming strategy while addressing life changes, such as divorce and its effect on Social Security.

Addressing the issues and confusion associated with giving care to individuals with special needs, including understanding the prognosis, financial planning, navigating Special Needs Trusts, and asset protection. 

Discussing books, new and old, and why we find them valuable. 

Discussing issues related to engagements, marriage, divorce and remarriage. 


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