We are honored to be named as a top performing RIA firm across the country according to Charles Schwab’s independent benchmarking study. Our President and CEO, Jessica Kmetty, was asked to present to 1,300 Schwab advisors on best practices for RIA firms during the 2022 RIA Benchmarking Study webcast.
By Marc C. Shaffer
While financial market volatility can be stressful for people of all ages, the implications of a bear market generally mean different things for different life stages.
Preparing for retirement is not entirely financial.
Your degree of happiness in your "second act" may depend on some factors that don't come with an obvious price tag.
Here are some non-monetary factors to consider as you prepare for your retirement.
Investors are routinely warned about allowing their emotions to influence their decisions. However, they are not often cautioned that their preconceptions and biases may color their financial choices.
In a battle between the facts & biases, our biases may win, especially when we don’t realize we have them. If we acknowledge this tendency, we may be able to avoid making unexamined choices when it comes to personal finance. It may actually "pay" to recognize blind spots and biases with investing.
Here are some common examples of bias creeping into our financial lives.
Rare collectibles can provide an entertaining form of alternative “investment,” and might seem particularly intriguing when markets are wobblier than Aunt Gertrude’s jello salad. Comic books can sell for millions of dollars, for example, depending on their rarity and condition. We’ve seen a copy of Detective Comics #27 (the first appearance of Batman) sell at $1.5 million.
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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