Blog Posts

Ways to Reduce Your Liabilities in 2017

Debt in America is a real issue facing most people today. To date, 70% of Americans carry a debt burden. That means the vast majority of individuals are trying to navigate a tricky balancing act of financial wellness. To help you get ahead in your financial life in 2017, and to set you on a path toward the prosperity you desire, take the time to look closely at your own liabilities.

From analyzing your budget to addressing your credit card interest rates, you have a variety of approaches to help minimize your debt. Here are some key ways you can declutter your debt this spring and move closer to financial freedom:

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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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Every year around tax time, reports of email phishing scams increase, though no season is immune to its own set of scams. Phishing is the act of using computers to fraudulently acquire sensitive information such as credit card numbers, social security numbers, and user names & passwords. To accomplish this, thieves will send electronic communications designed to look like they are coming from a trustworthy entity. One example of a recent phishing scam appears to come from the IRS:

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Tax season is in full swing — and the federal filing deadline is less than a month away on Tuesday, April 18. As you prepare to file your taxes, we want to help you make the most of your available credits and deductions. After all, every dollar you do not spend on taxes is one you can potentially invest toward your financial future. So, we've compiled tips for tax deduction and credit planning, with information on who is eligible and how you could possibly benefit.

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By Marc C. Shaffer

The idea of retirement and the reality of retirement can often be drastically different. For many people, retirement is the idea that at a certain age you will leave your career and enter into a life of leisure. Be it golfing, visiting sunny locations or spending time with grandchildren, retirement has been painted as the final phase of life where you haven’t a care in the world. Every day I talk with people who are retired or planning their retirement, and let me tell you, it’s time we start thinking differently about retirement. The 17th Annual Transamerica Retirement Survey showed that a majority of workers dream about traveling, spending more time with family, and pursuing hobbies, and 28 percent dream of doing some form of work in retirement. What does retirement mean to you? Does waiting until normal retirement age to pursue your dreams make sense to you, or would you like to consider an “alternative” retirement? The “what you want to do” and “how much you’re going to need” may look a lot different than you’re prepared for, so considering which type of retirement is right for you and the financial considerations to get you there are key. Let’s look at 5 types of retirement styles I talk about frequently:

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Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth. By understanding your preferences, appetite for risk, goals and your timeline, we select and manage an investment allocation specifically tailored to meet your needs. You can confidently delegate the detailed day-to-day task of portfolio management (which includes securities selection, trading, performance monitoring and responding to changes in the markets and the economy) knowing that your investments are being looked after.

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Planning for multi-generational families brings about unique financial concerns when you incorporate different viewpoints, backgrounds and goals. We help families approach uncomfortable issues such as 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. 

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

The confusion associated with giving care to individuals with special needs can be overwhelming. We help families connect with resources, work to understand the prognosis, and get support to navigate Special Needs Trusts and asset protection. Our goal is to enhance the livelihood of you and your dependents, leaving you time to focus on living a full life and celebrating the gift of their presence.

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