Blog Posts

By Michael J. Searcy

Most everyone realizes that there will come a day that they can no longer generate income for living expenses from employment. For some, it’s a welcome event. For others, it’s a curse. Now, assuming you are in the “welcome event” category and want to quit working for a living someday, here are some items to consider in your planning:

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By Michael J. Searcy

As a physician, you spend countless hours working so that others can enjoy a healthy and fulfilling life, leaving you with fewer hours to spend on yourself and your finances. With your focus on your profession, you may fall victim to making financial mistakes that can add up over the long run. Here are four financial mistakes physicians make and ways to avoid them:

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By Michael J. Searcy

Have you heard of loss aversion? In economics and decision theory, “loss aversion refers to people's tendency to strongly prefer avoiding losses to acquiring gains.”

Loss aversion may help explain why people are not saving enough for retirement – they may avoid saving today because it feels like they’re losing the ability to use that money for things they want now and don’t recognize the delayed gratification of using that money for a comfortable retirement in the future.

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Sending a child or grandchild off to college is an exciting time for a family. For the student, it’s an opportunity to leave the nest and begin the first phase of adulthood; for parents and grandparents, it’s a time to take pride in the years of hard work preparing the next generation for the real world. College is also the first time many young people become responsible for their own finances, and the habits they learn will help set the stage for their financial futures.

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Preparing your estate in advance is one of the greatest gifts you can give your family. Many estates include real estate in the form of a primary home, vacation home, and other family properties. While inheriting a property can be a wonderful legacy, it also comes with obligations that heirs may be unprepared or unable to fulfill. If you intend to leave real estate to your heirs, ask yourself these five questions to help avoid creating problems for your loved ones.

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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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