Blog Posts

By Marc C. Shaffer

My wife recently gave birth to our first child, a baby boy. Not only was he an infertility miracle in the making (that’s another financial story for another day!), but his birth also created the need for estate planning updates across the board.

Caring.com’s 2021 Wills and Estate Planning Study showed a promising statistic for young parents: In 2021, 18-34 year-olds are, for the first time, more likely to have a will than 35 – 54 year-olds. Bringing a child into the world means you’re responsible not just for keeping them alive and healthy each day, but for setting them up for success in the event that you’re not around to care for them any time in the future, which is where a strong estate plan comes into play. Here are three main steps to help you get started:

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Dear Friends,

Over the years, we have met with you at kitchen tables, living rooms, and multiple offices across the country as you have shared successes, failures, joys and sorrows with us. More recently, we have also connected via conference calls, FaceTime and computer screen-share video meetings. My, how things have evolved over the 46 years Searcy Financial has been in business! We couldn’t have grown into the company we are today without your faith in our ability to listen, problem-solve and provide sound advice for each of your unique situations. We enjoy every opportunity we get to stand Where You Stand®, learn about your lives, and help you plan to make a difference. We do not take our relationships for granted and we never stop striving to improve to honor our commitment to you and your families. Our future is dedicated to you…

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In most cases, you’re probably hoping to outlive your term life insurance policy. Outliving a policy of this type means you’re still around to experience more life, and hopefully, with less debt and obligations to cover in the future. But, what if you outlive your whole life insurance policy?

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By Jessica Searcy Kmetty

My 15-year-old son, Tyler started his first ever job at McDonald’s a couple of weeks ago. It’s been entertaining to hear his anecdotes about how each shift has gone when he comes home. Some of his stories have me thinking about all of the skills he’s been taught that have now become the cornerstone of job readiness for him.

Most of us take pre-employment skills for granted, but for students with disabilities, these skills are often not learned through osmosis, but rather, they have to be explicitly taught.

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Subcategories

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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