Are you looking for a better understanding of the roles, responsibilities and functions within an independent RIA firm? An internship with the Searcy group of companies exposes students to a broad range of responsibilities. You will be trained on both the "why" and...
Current Available Positions: Administrative Coordinator Internship/Professional Residency Additional Availability For: Succession & Continuity Planning for Investment Advisors: Are you looking to build a continuity plan for your business or to build a succession...
By Brenda Carrico In today’s digital age, the relentless onslaught of clickbait headlines and negative news can be overwhelming. It often feels like we're drowning in a sea of doom and gloom. The good news? There are ways to manage this barrage of negativity and...
By Marc Shaffer Helping a community member when they have an emergency need, being invited to a spontaneous concert or last-minute vacation, or finding an unplanned opportunity to invest. Life is full of surprises and opportunities and while we can’t predict every one...
The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face the difficult crossroads that comes when their marriage ends.1 Getting a divorce is often a painful, emotional process. Don’t be in such a hurry to...
When planning a wedding, many couples focus on the romance, the ceremony, and the celebrations, but one essential aspect that often gets overlooked is the financial side of marriage. Managing finances as a couple is not only crucial for maintaining a healthy...
By Jessica Searcy Kmetty Personal development isn’t just about becoming a better person; it’s about working to become the best version of yourself—mentally, emotionally, and even financially. While many think of personal development as a path toward career growth or...
One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial problems are one of the top reasons marriages fail.1,2 Fortunately, when couples work together to address their finances,...
By Tanner Manning If ever there was a title designed to make you think, this would be one. This book was recommended to me in college by my professors Luke Dean and Hyrum Smith. I wasn’t sure what to expect from the book, but my professors’ explanations made it sound...
In certain cases, you may be eligible to make a Mega Backdoor Roth contribution. This strategy involves using an employer-sponsored 401(k) plan that allows after-tax contributions and then converting those contributions to a Roth IRA or Roth 401(k). Under the right...
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