Blog Posts

By Jessica Searcy Kmetty

Sometimes we stumble across a book and it turns out to be really good! I’m thankful that I saw a friend was reading The Energy Bus from a post on Facebook and since I love reading, I wanted to check it out.

The Energy Bus is about a manager who became complacent in his complaining and walking aimlessly through life with a bad attitude. His behavior was sabotaging his success in work, life and his marriage and relationship with his kids. His car breaks down one day and needs to be serviced and he finds himself on public transportation with an enthusiastic group of strangers. It’s a how-to guide for fueling your life, work and organization with positive energy.

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By Jessica Searcy Kmetty

A child turning 18 is as much a milestone for them as it is for their parents or guardian.

When your child turns 18, they could find themselves in a variety of life stages. They could be heading off to college, starting a job and forging out on their own, or even still be in high school and living in your home.

For parents, no matter where your child finds themselves at this age, you will now be in a position where information about them isn’t available to you. At 18, parents are abruptly cut off from their child’s protected information, such as medical, financial and academic records.

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By Marc C. Shaffer

Life has changed and many have changed their mindset along with it. One major point of change has been careers – what they can offer, what’s important to you and what career it will take to live the life you want. During the pandemic, many people realized the desire for greater flexibility in their life and decided to start their own business. Pandemic entrepreneurs.

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By Jessica Searcy Kmetty

There is a confidence “gap” when it comes to women taking charge of their finances, and the lack of confidence and action could leave women vulnerable in many situations.

Over half of American women say they have no idea where to begin when it comes to taking an active role in their financial decision making and only about 20% report feeling prepared to make wise financial decisions.

A wave of empowerment is running through mainstream media these days. Women are preaching to the younger generations to NOT let a partner control the financial decisions, not rely on a partner or parent for money, and to take an active role in the financial management of their family. With increasing lifespans, higher divorce rates and women not marrying as often, more than 80% of women may face being solely responsible for their own financial wellbeing.

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By Dena Fischer

When my parents died within four months of each other I was left reeling by the loss, and I also knew there would be a lot to handle. Before they passed, I knew that I would inherit the house we had moved into when I was 15 years old; a lovely ranch with a full basement, next door to a horse farm. In the “country,” but just minutes from grocery stores, banks, post office and restaurants.

It was also full of stuff accumulated over a lifetime and needed a drastic update.

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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, 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. 

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