Blog Posts

By Marc C. Shaffer

Atop many lists that rate entrepreneurial growth, you’ll find our great home of Kansas City.

Many of our young trailblazers are building companies that serve both our local community and nations beyond, but starting a company and having it survive takes more than just a great idea. I spoke with several local entrepreneurs, who started their businesses young, to find out how they navigated the financial aspect of building their business, both personally and for their company.

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Classrooms at universities and colleges across the nation are now opening for fall semester. You might have a child, grandchild, niece or nephew who is all set to spend their semester studying, socializing, and living on their own. You have prepared them for college life by teaching them how to grocery shop, prepare simple meals, and do laundry. Often, however, college students head to school with little knowledge about making a budget and managing money.

A National Student Financial Wellness Study, the first of its kind released in 2015 by Ohio State University, showed college students’ biggest worries were not exams or terrible roommates. Their biggest worries revolved around money. A little more than 72% of the students surveyed said they felt stressed about personal finances, monthly expenses, or whether they would be able to pay for college at all.

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Small-business owners are an essential component of keeping America’s economy churning. In the United States, small businesses with 500 or fewer employees make up 99.7% of companies and are collectively worth more than $10 trillion.

Too often, however, small-business owners spend so much time and energy building their companies, they neglect their personal financial futures. They might consider their companies to be their retirement plans, but don’t create the structure or strategy necessary for turning financial success into a meaningful retirement.

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By Jessica Searcy-Maldonado

Life moves very fast these days. Between juggling schedules for multiple children, personal commitments, professional commitments, and squeezing in some “me-time”, the need for flexibility in our lives as moms is crucial. It’s crucial for happiness, yes, but sometimes it’s crucial just for existence. It’s no wonder that so many women are taking their careers and finances into their own hands and building businesses that allow for this flexibility. The Survey of Business Owners data shows that 9.9 million US firms are women-owned, they’re generating $1.4 billion in receipts, and nearly 90 percent are nonemployer firms. Mom-bosses are following their passions, doing it for themselves, doing it for their families, and succeeding in ways they always knew were possible. As a mom doing all these things myself, I am sharing my top financial tips for the savvy mom-bosses out there:

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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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