Beautiful vistas, glorious landscapes, sunsets, quaint towns and exciting adventures. The sights and sounds of traveling. Are they lost once you retire?
Retirement generally means transitioning to a fixed income, but the image of fixing yourself in a rocking chair on the front porch is outdated. Opportunities for travel and writing your own next chapter are abundantly available, if you plan in advance to make these things happen.
There comes a point, after living a robust and independent life, that a little help may be in order. You or a loved one may need some assistance with doing the everyday things that were once second nature and you may be considering a transition to a comfortable and affordable facility to suit your needs and desires.
Some people choose to start planning this phase of life early, for a few reasons:
By Michael J. Searcy
One of my favorite things to help clients do is prepare and maintain a roadmap for themselves and their survivors, thereby knowing we’ve helped achieve continuity for them and their loved ones. I never want someone to feel unprepared or unable to function after the loss or incapacitation of a spouse, so I work to initiate thought and conversation to keep all parties engaged in the planning process.
But if I were gone? Not only could they turn to our entire team, since each client is never working with a single person, but they would also be aware that our succession plan that has been in place for several years means there are four other principals continuing to lead the firm.
We are pleased to announce the promotion of Ryan Brooke to Principal of the firm. Ryan joined our group through our Internship Program and used that time to evidence his commitment, knowledge and desire to help families find financial freedom. He has continually grown those efforts throughout his years with our firm, and we are delighted to have him as part of our Executive Team. We believe his new role as Principal will enhance our firm’s continued commitment to our clients’ success.
We are pleased to announce the promotion of Jessica Searcy Kmetty to Principal of the firm. She has a passion for helping people manage the financial side of their lives in order to get the most out of every other piece of their lives. Her vision and drive would make her an asset to any team, and we are fortunate to have her on ours.
By Marc Shaffer
Our Motto: Learn. Serve. Lead.
From the first time I heard about the Centurions Leadership Program through The Greater Kansas City Chamber of Commerce, I was intrigued. It’s a two-year leadership development program, started in 1976, designed to train future Kansas City leaders, but that’s just the description in a nutshell. It’s also a place to learn in-depth about your community, make lifelong friends and grow more than you’d ever think possible.
By Michael J. Searcy
Our firm started running Google Ads in 2018, and boy, was it eye opening.
You see, we had all the technology in place to help a large number of people, and knew that many people turn to online search when vetting candidates to help them with financial planning and investment management. We set up the ads for people to call us directly, and waited to see what would happen. The results were disheartening, but not like you’d expect…
How about the City of Lights with the Eiffel Tower in the background? You can take weekend trips to the Louvre.
Thinking about the Eternal City? Visit the Colosseum or the Pantheon in your free time.
A smart bungalow in a quaint London neighborhood would be absolutely smashing. And you wouldn’t have to learn another language—other than British English. You can always tour the Tower of London or take a gander at Buckingham Palace whenever you feel like it.
We often talk about estate planning in our conversations and review meetings, but one area of estate planning that is becoming increasingly important is the protection of your digital assets.
Have you considered your digital assets when working on your estate plan?
Do you know how much your digital assets are worth?
We are something other than what we imagine, something greater. We heed that mysterious calling—to connect ourselves with others. That’s the voice of gratitude. That’s why we say thank you.
Gratitude is not so much a moral obligation. It is a yearning to step beyond ourselves.
Gratitude links us to that raw precept expressed in President Lincoln’s sweeping, majestic prose in his first inaugural address: “…when again touched, as surely they will be, by the better angels of our nature.”
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