Blog Posts

By Marc C. Shaffer

Americans take wellness pretty seriously.

We’re tracking our steps, sleep and health patterns on wearable devices to make sure we stay on track daily. We’re getting our social fix in healthy ways such as group fitness classes, fun runs and endurance obstacle course events. We’re getting organic ingredients delivered to our homes to make meals as a family and taking customized mixes of health supplements. We’re even planning our vacations around a mix of relaxation and athletic opportunities. According to a 2018 MyProtein study, we’re spending more on fitness over a lifetime than we pay for college tuition.

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By Jessica Searcy Kmetty

In Part I of this blog series, we introduced you to Meredith, a self-described community creator, home curator, minimalist, hipster mama who is raising 3 “wonderful wilds” in NYC. We talked about how she manages finances for her family, how she and her husband discuss their money scripts, and her philosophy on debt and spending. In Part II, we’re going to dive deeper into something she has been trying out with her family – no spend months.

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The Cambridge Dictionary defines “prepare” as making or getting ready for something that will happen in the future. It also states: “to expect that something will happen and to be ready for it.”

A capricious planet Earth makes natural disasters inevitable. Some years are worse than others, and relatively brief stretches of recorded history demonstrate the ferocity nature can superimpose on unsuspecting civilizations.

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Three generations. That’s all you have. And then you’ll be forgotten. Completely. Only your name may remain. Memories of you will have long since passed into the annals of parochial history.

“There is no remembrance of those who came before; and of those who will come after there will also be no remembrance,” wrote Solomon thousands of years ago.

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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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