Blog Posts

By Jessica Kmetty

Backdoor payments, hidden fees, loopholes in the rules…these were the conflicts of interest buried in fine print that advisors who were not acting as fiduciaries used to chisel away about a quarter of their clients’ retirement savings. When the Department of Labor issued their fiduciary rule, the theme was clear: when advising clients on retirement, advisors would legally be considered fiduciaries required to put their clients’ best interests before their own interests and excessive profits and loopholes would no longer stand. This sounds great for the investor, but what about the hidden consequences?

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If you have a furry friend, you know your pet relies on you for every need. What would your pet do without you? Although pets are legally considered to be property, to those of us who own pets, they’re more like members of the family. And so, just as you make preparations to care for the human members of your family after your passing, you need to think about how to look after your pets as well.

Here are some options that can help you ensure your pets are cared for if something happens to you:

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By John C. Fales

Sometimes it’s hard to tell your spouse they’re spending too much money, to tell your friends you need to skip the annual trip this year, or to tell your child their new car needs to be a joint investment rather than a gift. However, wouldn’t it be easier to have a crucial conversation today rather than a really challenging one later that starts with, “We have a big financial problem”?

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If you’ve ever felt a rush of excitement at making a big purchase or experienced feelings of shame at making a financial mistake, you know that our relationship with money isn’t completely rational. For most people, money comes with a lot of emotional and psychological baggage that affects the decisions we make.

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The 401(k) plan is becoming the single largest source of retirement savings for a majority of American workers. According to the Society of Professional Administrators and Recordkeepers (SPARK), over 55 million people participate in 401(k) plans. If you participate in a 401(k) plan, the good news is that you have more control over your retirement money. The bad news is that you have more control over your retirement money.

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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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