Blog Posts

By Michael J. Searcy

Every journey you take on an airplane comes with about a 0.0001 percent chance that you won't arrive at your final destination. With such a small percentage for failure, it's no surprise people feel secure flying all over the world, every day. Now what if you boarded a plane and the flight attendant came over the speaker saying, "The Federal Aviation Administration has requested we inform you there is now an 85 percent chance of flight failure"? I'm picturing people scrambling for their luggage and pushing their way through the aisles and off the plane.

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By: Michael J. Searcy

Being prepared for the unexpected may not be high on your priority list. There are people who would have trouble locating their breaker box if the power went out, the fire extinguisher if cooking dinner took a wrong turn, or the car jack if they popped a tire. However, these situations produce immediate emergencies that could easily be overcome with a little preparation. The same goes for health or other issues that may affect the financial situation of your aging parents. These 5 questions can help you when approaching your parents about their financial well-being and discussing their wants and wishes.

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By: Michael J. Searcy

Picturing a snapshot of life in retirement might bring to mind images of gardening, grandchildren, relaxing on a beach and golfing – the images of activities people enjoy. The attraction of retirement is having the time to do what you enjoy, time for your hobbies. However, for many doctors, their job is their hobby. They love what they do, the skills they use, the people they meet, and the feeling of accomplishment. Retiring for them means the loss of a hobby, not a chance to gain new ones. Retirement means losing the opportunity to do something they love. If you love what you do, is work really work? Is there a way to retire in your job, not from your job?

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By: Michael J. Searcy

Just as a misdiagnosis can occur with your physical health, the same can happen with your financial health. Financial setbacks can be a challenge to overcome, and the longer you travel down the wrong path, the more difficult it becomes to get back on track. By seeking a second opinion on your financial plan, you may be able to catch those misguided turns and make the changes necessary to reach a successful financial future.

If you starting working with an advisor early in your career and haven't looked at the options available to you today, you may not be aware of the industry changes, competitive standards and technology updates that have helped advisors advance their level of service and care. You may also be facing new life and age situations that weren't addressed in your original plan. In fact, you may have originally been set up with a "plan" filled with insurance and investment products that didn't take into account other aspects of your life.

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By: Marc C. Shaffer

It is easy to stray from basic, solid principles of finance. These remain true no matter what your age or circumstances. To make it easy, here are seven keys to fulfilling your financial vision of a steady tomorrow.
Consider each one closely. They should be ingrained in your brain. You need to continually read and practice them.


1. Pay yourself first. Make saving for your future a first priority, which you put before your other financial obligations. Put away as much as you can, and try to save at least 10% of your annual income (total, not take-home). Depending on your obligations, you may be able to save more or less. The more you save, the more wealth you create – but something is better than nothing.

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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, inclduing 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. 

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