By Marc C. Shaffer As a financial advisor, I spend most of my days helping people think long term. Retirement planning...Investment management...Estate considerations...Tax-efficient strategies. The conversations are meaningful and often serious. But mindset matters...
By Ryan Brooke Access to liquidity can be an overlooked component of a thoughtful financial plan. Many families focus on portfolio performance, retirement planning, and long-term wealth management strategies. Fewer take time to consider how they would access capital...
By Marc C. Shaffer One of the things I’ve learned over the years is that when the same idea keeps showing up from different places, it’s usually worth paying attention. That’s exactly how I first heard about Give to Grow by Mo Bunnell. As many of you know, Jeff...
By Marc C. Shaffer Think of a Grey Gap Year as the retirement version of a college gap year, but with higher stakes and very different questions. A college gap year usually happens before adulthood fully begins. It’s a pause between structure (high school) and the...
By Marc C. Shaffer At a Glance: Many families delay using long-term care (LTC) insurance because they’re unsure if they qualify or feel overwhelmed by the claims process, often missing out on benefits they’re entitled to. We’re covering common misconceptions, and...
By Marc C. Shaffer If you are over age 50 and saving for retirement, catch-up contributions have long been a valuable way to put away a little extra. As of 2026, an important change under the SECURE 2.0 Act is now in effect, and it is beginning to impact many savers,...
By Marc Shaffer Health Insurance on the Marketplace Is Getting More Expensive in 2026. Here’s What to Know and What You Can Do. For many Americans who are self-employed, between jobs, or retired before age 65, health insurance comes from the Federal or state...
By Marc C. Shaffer For more than 40 years, my parents did life together. They raised a family, built routines, shared responsibilities, and made plans as a team. Shortly after my mom’s 70th birthday, my dad and I lost her to breast cancer. Grief changes everything but...
By Marc C. Shaffer If you have ever felt overwhelmed by the number of passwords you need to remember, you are not alone. Between online banking, social media, utilities, insurance, and work systems, password management can easily become a daily frustration. For more...
By Marc C. Shaffer When we talk about investing at Searcy Financial® Services and Allos Investment Advisors, we often talk about retirement accounts, budgeting, and building a strong financial foundation. But there is another kind of investment that requires very...
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