Blog Posts

Revisit Your Fiscal Priorities Each Year

Building a healthy financial life is an important concern that everyone should address with diligence and care. Rather than being a one-time event, evaluating your finances—and ensuring you don’t lose sight of your goals—requires timely, purposeful attention.

Imagine, for example, if you went to the doctor, created a thorough and personalized health strategy, carefully stuck to the plan, and then didn’t have another appointment for 5 years. You might have felt as though you didn’t need to go to for a checkup because your plan helped you make healthy life choices. However, the reality is that a lot can change in a very short period of time, such as medical advancements and new ailments. Though you believed you were on the right path, you might have missed critical guidance and professional insight.

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Whether you’re interested in buying a condo in your favorite vacation spot or are interested in rental income, it’s critical that you consider how the purchase fits into your lifestyle and financial picture. Owning a second home can seem glamorous and potentially offer you another source of income, but it can also be a time and money pit. Whatever your reasons for considering another property, here are some factors to consider before taking the plunge.

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As we near the end of our 40th year in business, we wanted to leave you with this open letter. We sent this letter to our clients at the beginning of our anniversary year, and wanted to recap the year by sharing it with you as a thank you for helping us celebrate and continue to impact the lives of those around us.

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 40 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 in order to honor our commitment to you and your families. Our future is dedicated to you…

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We found the article, “Tax and Wealth Planning Implications of a Trump Presidency,” from WealthManagement.com to be a thoughtful and informative read. If you are curious about potential tax implications that may result from this new administration, we encourage you to consider the points made in this article which highlights both the proposed Trump Administration Tax Plan and House GOP Tax Plan. We will continue to stay on top of potential tax changes and plan to provide you with updates if and when appropriate.

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By Jessica Searcy-Maldonado

Are female investors all that different from their male counterparts? When it comes to setting goals and making decisions, the differences might not be obvious. A recent study showed the top three financial goals for both women and men were a comfortable retirement, maintaining their current lifestyle and covering healthcare costs. It also showed a high majority of both women and men feel confident in their ability to make successful investment decisions. So why is there so much emphasis placed on the habits of female investors? Let’s explore some reasons:

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