Blog Posts

By Brenda Carrico

Do you already schedule time for the most important people in your life? If your answer is yes, then kudos to you. However, if you’re not or you have found yourself faltering in this area lately, remind yourself that loneliness can undermine your physical and mental health.

Love is the Key! Through every stage of life, friendships come and go. The relationships often end with such ease that we barely notice the absence of those individuals in our lives. Sometimes though, our special friendships end for trivial reasons; you didn’t like who they were dating at the time, or they moved far away. You may not even remember why you quit talking.

Read more: ...

By Brenda Carrico

Refire, Don’t Retire: Getting Started

Does the word retire conjure up an image in your head of someone being put out to pasture or of someone slowly melting into a recliner never to be heard from again? If so, let’s join the movement to redefine the word and end the stereotypes surrounding what being a retiree truly means. The individuals on this crusade are writing blogs, books and creating groups to change how retirees are viewed by society and by themselves.

If you’re ready to embark upon this endeavor, we recommend you start by reading a book called “Refire! Don’t Retire: Make the Rest of Your Life the Best of Your Life” by Ken Blanchard and Morton Shaevitz. The book takes you on a journey of emotional, intellectual, physical and spiritual renewal. We would like to take you on that same journey through this blog series and become a part of your “Re-firing Gang.”

Read more: ...

By Michael J. Searcy

There has always been a divide in the financial industry between those who embrace fiduciary duty and those who skirt around it. It is a divide that can be nearly impossible for consumers to recognize and understand, leaving them exposed to potential harm depending on whose hands they find themselves in.

Am I working with an actual advisor or a salesperson? Is this person legally required to put my interests ahead of their own or are they suggesting something that’s good enough because it earns them a nice commission?

Read more: ...

Knowledgeable investors are aware that investing in the capital markets presents any number of risks – interest rate risk, company risk, and market risk.

Risk is an inseparable companion to the potential for long-term growth. Though some risk can be mitigated through diversification, it does not eliminate the risk of loss if security prices decline. Chances are, this is a risk you were very willing to take when you started investing for your future.

Did you know? As an investor, you face another, less-known risk for which the market does not compensate you, nor can it be easily reduced through diversification. Yet, it may be the biggest challenge to the sustainability of your retirement income or other goal funding.

Read more: ...

By John C. Fales

Although an inheritance typically comes from some form of loss, it could mean a significant monetary gain for the receiving party.

If you have advance knowledge of the incoming inheritance, you may be better prepared for how to handle it, but there are always things you should consider in this situation. Let’s take a look at several of those considerations:

Read more: ...

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, inclduing 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. 

video

The 5 Fundamentals of
Selecting the Right Advisor

Download Paper  right-arrow

Newsletter Signup

getting-started

GETTING STARTED WITH SEARCY