Blog Posts

By Jessica Searcy Kmetty

It’s always interesting to hear how other people approach life and finances, especially when they have a strong philosophy to share. A Midwest gal living and raising a family in NYC? Debt avoidance? No-spending months? Children who earn livings by modeling? Sounds like an interesting story to me!

Our guest Meredith is a self-described community creator, home curator, minimalist, hipster mama who is raising 3 “wonderful wilds” in NYC.

When I sat down to introduce you readers to Meredith and share some of her stories and philosophies about money and life, many ideas came to mind. But in the end, I decided she told her story better than anyone and there wasn’t much you needed to hear from me. So, enjoy this peek into our conversation:

Read more: ...

Many people would like to leave a mark on the world, whether large or small, in the form of their legacy. Whatever your passions in life–from philanthropy to family–your legacy should reflect these passions. At its core, a legacy is built on your personal values and how you choose to share those values to make an impact on the world. Your legacy also comprises your experiences as a person. Sharing your memories, stories, and perspectives with family members can connect them to your values and familial history.

Furthermore, a legacy isn’t just what’s left behind when you’re gone; it can be a part of creating a purposeful and satisfying life for yourself, and your family, in the present. Comprehensive legacy planning allows you to not only transfer wealth but to intentionally pass down values, memories, and traditions. In this piece, we discuss the importance of consciously creating a legacy based on your values and show you some steps to help you get started.

Read more: ...

There are many reasons to embark on a family history project: to find your family’s place in history, to develop a closer connection to your family’s roots, or to learn more about distant ancestors. Whatever your personal reasons for tracing your family’s history, it can be a wonderful way to build a stronger family identity and document your unique heritage.

Read more: ...

By Jessica Kmetty

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:

Read more: ...

Financial envy is even more of a thing now than it was back in 1913 when cartoonist Arthur R. “Pop” Momand debuted the comic strip “Keeping Up with the Joneses,” which centered on the misadventures of Aloysius P. McGinnis and his family, who were always trying to keep up with their never-seen neighbors, the Joneses.

Today, we not only have television shows displaying lifestyles of the rich and famous, we’re punched with images and status updates in social media, too. We not only see the “Joneses” on television, but we are likely connected on social media to colleagues and friends who post frequent photos and statuses about their new luxury car, boat, or 3-carat diamond ring.

Read more: ...
Page 2 of 5
video

The 5 Fundamentals of
Selecting the Right Advisor

Download Paper  right-arrow

Newsletter Signup

getting-started

GETTING STARTED WITH SEARCY