Blog Posts

Many Americans are in their second and third marriages. In fact, statistics from a 2012 book, The Remarriage Blueprint, suggest that nearly 40 percent of new marriages include at least one previously married spouse. Remarrying later in life can produce a number of complex financial, legal, and emotional matters that should be addressed as soon as possible. If you or someone you love is part of a blended family, we urge you to think about these important issues.

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By Michael J. Searcy

Does the source of money you receive impact how you spend, save or invest that money? Do you treat money you earn differently than money you have won or received as a gift or bonus? If earned money feels more precious and worth saving, while the other types feel like “fun money” with which you can splurge, you may be practicing mental accounting. Beware - in mental accounting, all money is not treated as equal. You can stop mental accounting from hindering you from making the best decisions with your money, and by being aware that it’s happening, you have already made the first step.

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By Michael J. Searcy

Yes, you have seen some variation of this image before. Yes, some long time clients tease us about drawing it too often. And yes, it is pretty simplistic. However, it gets the point across, is easy to understand, and it impacts everybody, including those with substantial six-figure incomes.

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We found the following article from financial author Bob Veres to be important content and wanted to share it with you. Although the words and thoughts are his, we feel the message helps illustrate what clients should expect from their advisor, and should know they have options if they aren’t receiving the level of service they expect.

What is the value that people get when they work with an objective, client-focused financial planner?

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Home loans frequently make up significant amounts of household debt, and reducing as much debt as possible before entering retirement can seem like a good idea. A 2013 survey found that 40% of Americans age 55 and older believe that paying off their mortgage was the smartest financial move they ever made. There’s also a certain peace of mind that can come from having one less bill to pay in your later years.

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