Ever considered writing your own Will? While you can draft a Will on your own, there are plenty of reasons why you may not want to go that route. Most people do it to save money, but they may overlook or forget to take care of some important details – details that...
Blog Posts
August Is National ‘Make a Will’ Month
When was the last time you reviewed your Will or estate strategy? August is National "Make a Will" Month, an excellent annual reminder to update or create your Will. A Will can outline your wishes and help guide the settlement of your estate. Has there been a birth,...
Monarch Money: A Comprehensive Financial Tracking Tool for the Post-Mint Era
By Marc C. Shaffer In the wake of Mint.com's discontinuation, many users have found a new home for their financial tracking needs with Monarch Money. This powerful tool offers a range of features that make it a worthy successor to Mint and an invaluable asset for...
Safeguarding Finances: My Experience with Carefull
By Marc C. Shaffer As a financial advisor, I'm always on the lookout for tools that can help our clients protect their assets. Recently, I've been using Carefull, a service that helps guard money, credit, and identity from threats, thieves, and everyday money...
Financial Caregiving Should Start Long Before the Need Arises
By Marc C. Shaffer We tend to think of a financial caregiver coming into the picture when someone like a parent or grandparent starts to decline, mentally, physically or both. However, that might not be the only time you should be considering either planning to bring...
The Gift of a(n end of a) Lifetime
If you’ve ever had to navigate the final affairs of a loved one, you probably have a great understanding of the value of estate planning . Regardless of age, income, or asset level, estate planning can greatly benefit those you leave behind, especially the ones tasked...
Searcy Financial Named to Inc.’s 2024 Best Workplaces List
By: Jessica Searcy Kmetty We have some exciting news to share! Searcy Financial has been named to Inc.'s 2024 Best Workplaces List! This year’s list includes 535 companies that have redefined what it means to be a great place to work. All honorees have created...
5 Don’t Dos for Protecting Your Finances During the Mid-Life Years
By Marc Shaffer There are countless articles for people nearing or in retirement, and just as many for young people starting out on their financial journey. But some of the most critical years can be the middle-age ones. It’s a long stretch of years where things seem...
Book Review: Unleashing the Power of Goals: A Journey Through “All It Takes is a Goal” by Jon Acuff
By Marc Shaffer Embarking on a journey of self-improvement and goal setting can often feel like navigating a maze without a map. However, with the guidance of Jon Acuff's insightful book, "All It Takes is a Goal," readers are equipped with a compass to steer through...
Checklist: What Issues Do I Need to Consider as My Child Becomes Independent?
Many parents wonder how their own finances will change as their children become independent. Where should you draw the line with your children? What level of involvement and/or support should you maintain with your children? What are some planning points that you, as...
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