By Marc C. Shaffer How One Book (and One Life) Changed My View of Work, Family, and Freedom We often talk in financial planning about preparing for retirement, building wealth, and creating meaningful legacies. But, we don’t always talk about regret. Regrets is not a...
By Marc C. Shaffer When we talk about financial planning, we often focus on investments, retirement accounts, and long-term goals. But an essential part of that future includes planning for long-term care, both for ourselves and for the people we love most. "Age is...
By John C. Fales For families of affluence, transferring wealth to the next generation is about much more than numbers and legal documents. It’s about values, legacy, and responsibility. Without thoughtful preparation, wealth can do more harm than good, leading to...
By Ryan Brooke, CERTIFIED FINANCIAL PLANNER® Professional, CIO A Thoughtful, Tax-Aware Investment Transition Strategy When you transfer after-tax investment accounts to a financial advisor, you might expect them to immediately sell everything and reinvest according to...
By Marc C. Shaffer When people ask me where they should go while visiting Manhattan, Kansas, "The Little Apple,” I light up. As a proud K-State alum, I’ll always be biased, but I also genuinely believe that it’s one of the best college towns in America. While most...
By Marc C. Shaffer Life moves fast, sometimes too fast. Whether it’s following up with a friend, remembering to check in on someone going through a tough time, or just keeping track of personal to-dos, it’s easy to let things fall through the cracks. We all mean well,...
By Gabriel Baldonado Internships can feel overwhelming, especially in finance where there’s so much to learn upfront. As a new intern at an RIA (Registered Investment Advisor), here are a few tips and tricks I’ve learned that can help you get started on your...
By Marc C. Shaffer Years ago, when I began my career at Searcy Financial Services, I had the privilege of being mentored by our founder, Mike Searcy. One of the lessons that left the greatest impression on me wasn’t about finance at all, it was about community. Mike...
By Marc C. Shaffer I still remember the moment I stopped making excuses and finally booked my first international trip to Hong Kong and China. For years, I had every reason not to go: “I don’t have the time.” “It’s not in the budget.” “Maybe next year.” Sound...
By Marc C. Shaffer For many of our clients, giving back is a core part of their values, and we love that. Whether it’s a cause close to your heart or an organization that’s been part of your life journey, charitable donations can be a meaningful way to create impact....
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