Blog Posts

By Marc C. Shaffer

The Four-Way Test of the things we think, say or do:

Is it the TRUTH?

Is it FAIR to all concerned?


Will it be BENEFICIAL to all concerned?

Being a member of Rotary has given me so much, both personally and professionally. I wanted to share my experience to give you an idea of how the clubs operate. If you have an interest in joining Rotary, I’d be happy to help you get plugged in.

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Your children (or grandchildren) may be small, but your dreams for them are big. You’d like to give them the opportunity to attend college, but the rising cost of higher education appears to be putting those aspirations further out of reach.

Costs to attend public or private colleges rose nearly 3.6% this year, according to The College Board’s annual report, while inflation ticks up only at a rate of about 2% per year. Add to the bad news the fact that the average annual cost at public 4-year colleges increased by $300 for in-state students and by $800 at private colleges. Trends indicate those numbers will only continue to increase.

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It takes nearly 18 hours to drive from Chicago to Orlando, Florida. Gas for the trip is $89-$173. Plan to set aside 1 day and 5 hours to travel the 2,025 miles from Ann Arbor, Michigan to Tempe, Arizona. Gas will cost anywhere from $156 to $304.

Dual or seasonal residents choose to make those types of treks between two homes twice a year to take advantage mostly of milder temperatures and more comfortable climates elsewhere.

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By Marc C. Shaffer

It’s been a busy few months at my office. Three partners, including myself, were married within a four week time span! That means there was a lot of discussion about the best financial advice for engaged couples and newlyweds.

I would hope by the time you’re a newlywed, you have already had the intimate discussions that help you discover who your partner is, what they desire, and understand where your similarities and differences lie. While conversations leading up to a marriage are more philosophical in nature, after the wedding you have to add some action to the ideas. Philosophy + Action keeps marriage and life on track.

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By Michael J. Searcy

Twenty-five dollars. That was the tiny amount that caused a friend’s daughter to lose the government benefits she was receiving for her special needs.

When you are a parent or caregiver to a child with special needs, navigating the system alone is a challenge. As hard as you try to do everything right, sometimes a small mistake can have lasting repercussions. In this instance, a friend set up an account for her daughter and paid a $25 fee to get the account started. She then transferred $2,000 into the account, the legal limit allowed in her daughter’s case, so they could manage her finances from this account. She was devastated to find out that the $25 had been reported as causing her daughter’s account to exceed her limit and therefore lose her benefits.

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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. 


The 5 Fundamentals of
Selecting the Right Advisor

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