Blog Posts

By John C. Fales

Should we include our children in conversations about inheritance, our net worth and our estate plan?

Should we be gifting assets to our children along the way or should we control the money until it transfers to them upon death?

How do we teach our children and grandchildren to be smart with money?

When an individual or couple has more than enough assets to meet their personal needs, thoughts often turn to how best to provide for and transfer wealth to the next generations.

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By John Fales and Marc Shaffer

The concept of a “perfect time” to do things is one that is both not quite realistic yet incredibly understandable. One that is often talked about and pushed off to another, better time is having a baby. Not quite realistic because there will always be something or other standing in your way, yet incredibly understandable because of the myriad tasks that would be helpful to complete before starting a family. There may never be a perfect time to start a family, but no matter where you are in your journey, there are some common considerations for your financial planning.

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By Jessica Searcy Kmetty

Experiencing a divorce is rarely something couples expect to face. When I was first married at age 19, I had visions of what it would be like to celebrate my 50th anniversary. I pictured a large party with our friends and family, cakes and grandkids and maybe even great grandkids. I remember sighing a breath of relief at our 8th anniversary because we had made it through the infamous “seven-year itch” with three small children.

But alas, there are two people in every relationship, and despite all efforts, my marriage fell apart and we divorced after 18 years, splitting up assets and spending thousands of dollars in attorney’s fees in the process.

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By Jessica Searcy Kmetty

Make Time: How to Focus on What Matters Every Day by Jake Knapp and John Zeratsky is a pretty quick read that is packed with great ideas. It’s all about being intentional and not allowing things you may do by default to hijack your productive time.

The authors provide abundant details, tips and tricks to help you pick and choose what strategies you might utilize in your own life. It also includes a multitude of good ideas we should all probably be doing a better job of: exercise, drink water, watch less TV, get good sleep, etc.

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During holiday seasons, you might think about different types of gifts for family members or for your favorite charity. A financial gift is certainly a generous offering, but it may also be something to think about come tax time.

This article is designed to give you an overview of things you may want to consider when making a gift in the here and now, while touching on longer-term tax relevance for both you and the recipient. We’ll also cover some estate considerations for gifts you make now and as part of your future legacy.

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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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