Blog Posts

Every four years, investors have to grapple with the volatility and uncertainty that comes with a presidential election. Sure-bets drop out, long-shot candidates surge to the front. Every election comes with plenty of surprises and uncertainty and the 2016 election is no different. As financial professionals, we field a lot of questions from our clients and friends about how politics and elections affect financial markets so we are going to address some of these common questions and concerns:

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The answer isn’t simple.

It’s a question as old as retirement itself: Now that the children are gone, should you downsize your home?

Maybe move to your favorite vacation spot to enjoy the sunshine and natural beauty? Or should you stay put, relaxing in familiar surroundings and a community you know well? Today’s retirees enjoy more freedom than ever to choose where and how they live. Many retirees choose to downsize to reduce housing costs or move to be closer to family. As with most important personal and financial decisions, there are pros and cons to downsizing your home that you should consider.

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By Michael J. Searcy

Most everyone realizes that there will come a day that they can no longer generate income for living expenses from employment. For some, it’s a welcome event. For others, it’s a curse. Now, assuming you are in the “welcome event” category and want to quit working for a living someday, here are some items to consider in your planning:

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By Michael J. Searcy

As a physician, you spend countless hours working so that others can enjoy a healthy and fulfilling life, leaving you with fewer hours to spend on yourself and your finances. With your focus on your profession, you may fall victim to making financial mistakes that can add up over the long run. Here are four financial mistakes physicians make and ways to avoid them:

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By Michael J. Searcy

Have you heard of loss aversion? In economics and decision theory, “loss aversion refers to people's tendency to strongly prefer avoiding losses to acquiring gains.”

Loss aversion may help explain why people are not saving enough for retirement – they may avoid saving today because it feels like they’re losing the ability to use that money for things they want now and don’t recognize the delayed gratification of using that money for a comfortable retirement in the future.

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Subcategories

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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