Blog Posts

Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last.

When you are older, “and-a-half” birthdays start making a comeback. In fact, starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications regarding your retirement income.

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Social Security survivor benefits present an important source of income for many. But, there are several important and unique issues that must be considered for anyone that has recently lost their spouse or ex-spouse, before filing a claim to collect Social Security benefits.

To help make the analysis easier, check out our flowchart, “Am I Eligible for Social Security Benefits as a Surviving Spouse?” It addresses many common Social Security issues that arise for those who have recently lost their spouse or ex-spouse, including:

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Under Social Security, spousal benefits present an important source of income for many individuals. But, there are several important factors and issues that must be considered. Determinations regarding available benefits and timing can be difficult.

To help make the analysis easier, check out our “Am I Eligible for Social Security Benefits as a Spouse?” flowchart. It helps answer the question by looking at these common issues:

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Claiming Social Security benefits can be one of the more complicated topics to understand. There are a multitude of rules that can have a significant and lasting impact on your future income stream and overall financial picture.

To help make this analysis easier, check out our flowchart, “Will My Social Security Benefits Be Reduced?” It is based on the Social Security Administration’s retirement benefits information, and addresses common issues including:

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Subcategories

Covering topics including personal and financial goals, financial freedom (retirement) planning, estate and asset conservation, insurance and tax needs to deliver a financial plan to help you acquire, grow and preserve your wealth.

Discussing investment strategies to acquire, grow and preserve wealth, risk, investment goals, asset allocation and portfolio management (which includes securities selection, trading, performance monitoring and responding to changes in the markets and the economy.)

Discussing topics of concern to physicians and medical professionals, including debt management, contract negotiations, asset protection, succession planning for your practice, insurance needs, and other professional and financial challenges. 

Multi-generational families face financial concerns coming from different viewpoints and backgrounds, including 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.

Addressing the issues and confusion associated with giving care to individuals with special needs, including understanding the prognosis, financial planning, navigating Special Needs Trusts, and asset protection. 

Discussing books, new and old, and why we find them valuable. 

Discussing issues related to engagements, marriage, divorce and remarriage. 

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