Blog Posts

By Jessica Searcy Kmetty

It’s always interesting to hear how other people approach life and finances, especially when they have a strong philosophy to share. A Midwest gal living and raising a family in NYC? Debt avoidance? No-spending months? Children who earn livings by modeling? Sounds like an interesting story to me!

Our guest Meredith is a self-described community creator, home curator, minimalist, hipster mama who is raising 3 “wonderful wilds” in NYC.

When I sat down to introduce you readers to Meredith and share some of her stories and philosophies about money and life, many ideas came to mind. But in the end, I decided she told her story better than anyone and there wasn’t much you needed to hear from me. So, enjoy this peek into our conversation:

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By John C. Fales and Ryan W. Brooke

Student loans are as American as apple pie, yet many people are embarrassed to ask for help with learning about and taking care of their student loans.

Why? They may believe their loans are too high, think they should be more knowledgeable on their own, or don’t want to show how desperate they feel about their situation.

The first thing to recognize when it comes to student loans is just how common they are and how getting help can save a lot of frustration in your future.

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By Marc C. Shaffer

The Four-Way Test of the things we think, say or do:

Is it the TRUTH?

Is it FAIR to all concerned?

Will it build GOODWILL and BETTER FRIENDSHIPS?

Will it be BENEFICIAL to all concerned?

Being a member of Rotary has given me so much, both personally and professionally. I wanted to share my experience to give you an idea of how the clubs operate. If you have an interest in joining Rotary, I’d be happy to help you get plugged in.

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Your children (or grandchildren) may be small, but your dreams for them are big. You’d like to give them the opportunity to attend college, but the rising cost of higher education appears to be putting those aspirations further out of reach.

Costs to attend public or private colleges rose nearly 3.6% this year, according to The College Board’s annual report, while inflation ticks up only at a rate of about 2% per year. Add to the bad news the fact that the average annual cost at public 4-year colleges increased by $300 for in-state students and by $800 at private colleges. Trends indicate those numbers will only continue to increase.

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It takes nearly 18 hours to drive from Chicago to Orlando, Florida. Gas for the trip is $89-$173. Plan to set aside 1 day and 5 hours to travel the 2,025 miles from Ann Arbor, Michigan to Tempe, Arizona. Gas will cost anywhere from $156 to $304.

Dual or seasonal residents choose to make those types of treks between two homes twice a year to take advantage mostly of milder temperatures and more comfortable climates elsewhere.

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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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