When it comes to crafting a successful financial plan, there’s one question we always ask: What does your future look like? It’s not rhetorical. We genuinely need to know, because your vision for the future determines one of the most important inputs in our Financial...
By Marc C. Shaffer What The Alchemist Taught Me About Life’s Hallway of Possibility More than a decade ago, when I first began working with my life coach, Kay Blond, she handed me a copy of The Alchemist by Paulo Coelho and said, “Read this. Then let’s talk.” I didn’t...
Do Roth Conversions Lock Up My Money for 5 Years? Here’s What You Need to Know By Marc C. Shaffer A client recently reached out with a concern that we hear quite often: “If I convert money into my Roth IRA this year, do I have to wait five years before I can touch...
By Ryan Brooke, CERTIFIED FINANCIAL PLANNER® Professional, CIO Environmental, Social, and Governance (ESG) investing has become a hot topic in the financial world. Some investors seek to align their portfolios with their personal values by supporting companies they...
By Jessica Kmetty My first grandbaby arrived this year. To say I’m excited is an understatement. Aside from the fresh newborn smell and cuddles and coos, I look at this baby and see a whole world of potential and a future of possibility. And because I lead a financial...
By Marc C. Shaffer Money and water may seem like entirely separate forces, but once you start paying attention, you'll notice just how many financial terms flow directly from water-based language. This isn't a coincidence. Both money and water are essential resources....
By Marc C. Shaffer Do you have Lazy Cash? Cash just sitting around in a general checking account or other location (mason jar, eek!) whittling away due to inflation and not WORKING for you? In the years leading up to the pandemic, cash planning wasn’t a frequent topic...
At Searcy Financial® Services and Allos Investment Advisors, we believe that understanding people is the foundation of great teamwork, powerful client relationships, and effective collaboration. That’s why we’ve made tools like the Predictive Index (PI) and...
By Marc C. Shaffer In my book One For All: How to Systemize Kindness, Grow Your Network, and Support Others Like It’s Your Job, I focus heavily on helping others, because that’s the heart of what I believe in and what we do at Searcy Financial® Services and Allos...
By Marc C. Shaffer How One Book (and One Life) Changed My View of Work, Family, and Freedom We often talk in financial planning about preparing for retirement, building wealth, and creating meaningful legacies. But, we don’t always talk about regret. Regrets is not a...
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