Blog Posts

Investors are routinely warned about allowing their emotions to influence their decisions. However, they are not often cautioned that their preconceptions and biases may color their financial choices.

In a battle between the facts & biases, our biases may win, especially when we don’t realize we have them. If we acknowledge this tendency, we may be able to avoid making unexamined choices when it comes to personal finance. It may actually "pay" to recognize blind spots and biases with investing.

Here are some common examples of bias creeping into our financial lives.

Read more: ...

Rare collectibles can provide an entertaining form of alternative “investment,” and might seem particularly intriguing when markets are wobblier than Aunt Gertrude’s jello salad. Comic books can sell for millions of dollars, for example, depending on their rarity and condition. We’ve seen a copy of Detective Comics #27 (the first appearance of Batman) sell at $1.5 million.

Read more: ...

By Marc Shaffer

I’ve heard many young couples say their life is too simple for financial planning. They think planning is something they’ll get around to when they’re older and thinking about retirement. Have you ever felt this way? This mentality could be keeping you from building a strong financial foundation for your future.

Read more: ...

Subcategories

Covering topics including personal and financial goals, financial freedom (retirement) planning, estate and asset conservation, insurance and tax needs to deliver a financial plan to help you acquire, grow and preserve your wealth.

Discussing investment strategies to acquire, grow and preserve wealth, risk, investment goals, asset allocation and portfolio management (which includes securities selection, trading, performance monitoring and responding to changes in the markets and the economy.)

Discussing topics of concern to physicians and medical professionals, including debt management, contract negotiations, asset protection, succession planning for your practice, insurance needs, and other professional and financial challenges. 

Multi-generational families face financial concerns coming from different viewpoints and backgrounds, including wealth transfer, family foundation planning, and continuity while addressing emotional and psychological perspectives of family members.

We help you identify your specific retirement goals and develop a plan and strategy that can help you achieve them.

By understanding what a successful retirement plan looks like to you and your company, we will help you assess your goals to keep your retirement plan on track to benefit your business and employees. The heavy-lifting of the plan management becomes our responsibility, leaving you free to focus on the management of your business. 

We are committed to quality, support, and ethical business practices so that our Overland Park firm will be your choice for financial advisement.

Searcy Financial helps clients choose an appropriate claiming strategy while addressing life changes, such as divorce and its effect on Social Security.

Addressing the issues and confusion associated with giving care to individuals with special needs, including understanding the prognosis, financial planning, navigating Special Needs Trusts, and asset protection. 

Discussing books, new and old, and why we find them valuable. 

Discussing issues related to engagements, marriage, divorce and remarriage. 

video

The 5 Fundamentals of
Selecting the Right Advisor

Download Paper  right-arrow

Newsletter Signup

getting-started

GETTING STARTED WITH SEARCY