Blog Posts

By: Jessica Maldonado

4 Questions to Help Determine: Is My 401(k) Plan Broken?

Most plan sponsors really don't know when their plan is broken and they don't know the questions to ask to find out. Plan Sponsors: Ask yourself the four questions below. If you can't answer the questions or find your answers aren't satisfactory, you may be promoting a broken 401(k) plan to your employees.

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By: Michael J. Searcy

When working with caregivers to dependents with special needs, I hear over and over, "The information is available, but making sense of everything is overwhelming!" Caregivers want to keep the hope that their dependent will become a highly functioning individual, so the wait-and-see approach often wins over diving into the details and worrying over creating a long-term plan. On top of the multitude of health concerns caregivers face, the thought of creating lifetime financial assistance for their dependents can be a challenging responsibility that can get pushed to the backburner. While rushing decisions may not be in the best interest of a caregiver, there are steps to be taken that provide a solid start toward preparing for the future.

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By: Jessica Maldonado

To send a child off into the "real world" without teaching him or her how to be smart about money is to set that child up for failure. So when is the right time to begin teaching your children about money? Put a one-dollar bill in your left hand and a $100 bill in your right hand. Then ask your child which one he or she wants. Children who are knowledgeable enough to know that the $100 bill is the one to go for are ready to start learning about money.

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Finding your place in the financial industry can be an overwhelming task. There are a multitude of position types available and you don’t want to waste years determining which one is right for you. We believe internships should be structured to give students a day-to-day glimpse into what it takes to work for an independent RIA firm. This means you do more than just make coffee…a lot more!

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By: Marc C. Shaffer

Have you considered how social security fits into your retirement plan? Social Security is an important factor when determining the amount of income you will have in retirement, but it is also a factor that causes confusion for many. With so many questions surrounding Social Security, such as when to start receiving benefits, the ins and outs of filing and suspending, survivor benefits and how to supplement your Social Security income, making the decision that works best for you can be a challenge. Working with an advisor who can walk you through the process may help you maximize your Social Security benefits. Without help, you may be leaving money on the table.

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We look at your personal and financial goals, financial freedom (retirement) planning, estate and asset conservation and insurance and tax needs to deliver a plan that will help you acquire, grow and preserve your wealth.

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.

The financial demands on your life as a physician will be unique in every stage of your career. We can walk with you as you navigate debt management, contract negotiations, asset protection, succession planning for your practice, insurance needs, and other professional challenges. Our strategies can help guide you through a fulfilling career and lasting legacy.

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. 

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.

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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