December has a way of sneaking up on all of us. But when it comes to tax planning strategies, many of the decisions that may help reduce your tax liability need to happen before December 31, not after. Once the calendar flips to a new year, most of your options for...
If you came into $5 million (through a business sale, an inheritance, years of disciplined investing, or some combination of all three) the real question isn't just where to put it. It's what you actually want it to do for you. We get asked how to invest 5 million...
How do you feel when you think about your money? If you are building a business, leading a team, and running a household (probably all three at once), the honest answer might be, “however I have five minutes to feel in that moment.” That is exactly why financial...
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. “The difference between successful people and really successful people is that really successful people say no...
By Tanner Manning Tanner Manning is a financial planning associate in Salt Lake City, working with clients in the Kansas City area, Phoenix, and Utah Valley. While Searcy Financial Services is based in Kansas City, I work remotely out of Utah. I was born and raised...
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. For many families, financial planning eventually becomes about more than investments, retirement accounts, or...
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. Over the years, we’ve enjoyed a simple tradition at Searcy Financial® Services. When clients head out on an...
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. Losing a spouse changes nearly every part of life overnight. Along with grief, there are often practical...
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. A client originally based in Overland Park who retired to Florida called recently, frustrated and confused. He...
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. It’s one of the most common question types we hear from clients and prospective clients. “Should I wait to...
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