The holiday season is around the corner, and with the busy days ahead, 2018 will be here before you know it. Amidst all the action, we understand how easy it is to wait until the New Year to consider financial changes. But taking a few steps now could help you reduce your tax liabilities—and start January on a stronger financial foot.
Consider completing the following tasks before 2017 is over:
We once read an article about what to say when your parents ask you about Bitcoin and it makes sense that even though we’ve been hearing about Bitcoin for years, the concept may not be understood by everybody. The article explains, “Well, it’s like money in that it has value and you can use it to buy goods and services. It’s also like a stock because the value fluctuates based on supply and demand. Unlike stock, there are no dividends, just whatever the bitcoin is worth on a given day.”
A common question that follows the explanation usually seeks to uncover where you find Bitcoins. Bitcoins are virtual and can be accessed from your computer, which acts as a “wallet.” A global system is used to update everyone’s holdings and a sophisticated computer system is used to help track the money. The money is not backed by any government and isn’t regulated like other currency.
By Marc C. Shaffer
I’ll admit, I can get caught up in over-working and over-scheduling, so I have to prioritize the things that are important to me or else they might get overlooked. One of my top priorities is discovering the world through international travel, and if you were to look at my financial plan, you would see that priority front and center.
By Marc C. Shaffer
Chances are you’ve seen some cute little skeletons dressed up for Halloween that didn’t give you too much of a fright. But, there may be some others that should be cause for a great scare! Even one pesky financial skeleton lurking in your closet could impact your financial security, so we’re taking a look at 6 financial skeletons that it’s time to clean out immediately.
Money is the number one stressor in Americans’ lives.
There’s no doubt Americans are living in a supercharged, super stressful world right now. Even if the stresses of the world are not necessarily weighing you down, you might have a friend or loved one who is struggling. This information and these tips for coping might benefit them.
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.
