Blog Posts

By Michael J. Searcy

If you’ve reached the month of March and your New Year’s Resolutions have completely flown out the window, you’re not alone. A Journal of Clinical Psychology report found that only eight percent of people are successful in achieving their resolutions. They also noted the number of money related resolutions was near thirty-four percent, so the low success rate is troubling because failing at smart money management can impact your future. Let the following six habits for smart money management serve as a guideline to help you get your finances in order and make life-long, healthy financial choices:

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By Marc C. Shaffer

Most people would not complain about unexpected money coming their way, but knowing what to do with the money can pose an opportunity for some and a challenge for others. You may have received a large year-end bonus or even a significant monetary gift for the holidays. Perhaps you will be receiving a significant refund from your taxes in the next few months. Do you have a plan for how you would manage your money in this situation? Before you find an influx of cash burning a hole in your pocket, consider these tips for responsibly managing unexpected money:

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Will Social Security be there when I retire?

We found the following article from Bob Veres to be important content and wanted to share it with you. The question of Social Security being available when you retire is very relevant and worth considering. For conservative planning purposes, we typically suggest that those under age 50 may not want to consider Social Security and those over age 50 should probably plan on it. However, this article suggests that people consider assuming that Social Security will be there for everyone, but at a reduced 75% level. We choose to be more conservative but do welcome second opinions.

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By Jessica Maldonado

Do you have more patience for managing household finances than your spouse?

Do you make all of the financial decisions as the more financially savvy partner in the household?

Have you ever involved your children in a financial discussion?

 

Many of the important decisions we make regarding finances are made with family in mind, yet the duties for managing the finances are not always a family affair.  For a financial plan to truly support an entire family’s dreams and goals, getting buy-in and tackling decisions as a family unit is essential.  Here are some tips for developing a financially savvy family:

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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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