By Marc C. Shaffer Each year I set new goals and commit to something that will stretch me personally and professionally. Some of those commitments only last a season, while others become part of my long-term growth journey. Over the years, I’ve been fortunate to...
If you own employer-issued stock in a 401(k) plan, you may benefit from favorable tax treatment under the NUA rules. But, to qualify for an NUA distribution, you must satisfy several very important rules, some of which are often misunderstood. To help make this...
By Ryan Brooke For investors who have built substantial wealth, managing a large portfolio can feel like balancing on a tightrope. On one side is the need to stay properly diversified and aligned with your goals. On the other side are the very real tax consequences...
By Marc C. Shaffer In 2024, I had given a few presentations about networking and paying it forward when one of my mentors asked me what I thought was a joke: “Why haven’t you written a book yet?” I laughed. I could barely finish a 1,000-word blog post for my company...
By Marc C. Shaffer For many families, giving to a church or nonprofit is not just about tax savings. It is about living out values and making a difference. But the tax rules around charitable giving have shifted in recent years, especially since the 2017 Tax Cuts and...
By Tanner Manning, AFC® For many years, charitable giving has been a way for people to make a difference in their community while also receiving a tax deduction. However, changes to tax law in recent years have shifted how valuable those deductions can be for many...
By Jessica Kmetty, President & CEO Starting and running your own business can be one of the most rewarding ways to build wealth, independence, and flexibility. It can help you create freedom, impact, and let you design your own life, but that often means rewriting...
By Marc Shaffer At Searcy Financial® Services, we believe generosity is a cornerstone of strong relationships. Years ago, we came across a book that put words and strategy to something we already valued: thoughtful, meaningful giving. That book was Giftology by John...
Paying for college can be a challenge, but the Greater Kansas City Community Foundation (GKCCF) is helping to ease that burden for students in and around Kansas City. Their robust scholarship program offers hundreds of opportunities for students and matches...
By Marc C. Shaffer As parents, it can feel like the years fly by. One day, your child is starting kindergarten, and the next, you are talking about college visits, applications, and financial aid. For many families, the process of preparing for college can feel...
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