Blog Posts

No matter where you are in your life, saving for retirement or other goals is likely one of your most important financial considerations. But, even if you have professional guidance and a clear strategy for your desired future, you could still be missing some straightforward ways to maximize your savings.

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Many Americans have taken steps in recent years to protect their personal information, but savvy cybercrooks have overcome some of those defenses. If you have not taken measures to protect yourself, it may be a good idea to consider your options.

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In August of 2020, Federal Reserve Chair Jerome Powell announced a change in how the Fed views inflation. In the past, the Fed said it would consider adjusting short-term rates when inflation approached 2 percent. But in light of 2020’s many challenges, the Fed’s new policy may allow inflation to run above 2 percent for a period of time before any shift in monetary policy is considered.

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By Marc C. Shaffer

One question real estate agents often pose to sellers is, “How emotionally attached are you to this house?” The reason they ask is because when emotions are at play during negotiations, they can cast a shadow over a good deal and hurt the seller in the end.

Perhaps your children grew up in the home and you’re saying goodbye to the memories, not just the structure.

Perhaps you inherited a home from a grandparent, so you value it more than other properties.

Although it may not be easy, a house is an asset that could have the ability to set you up for your next move or investment, so taking away the emotion (as much as you can) could mean being ready to accept a different offer than one you might accept with emotions in the way.

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With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November.

Many states will be selecting governors, representatives, and senators, while the country itself will be voting in the presidential election.

However, now that the major party presidential tickets have been solidified, we will likely be hearing more and more political discussion in the coming months.

How are you feeling these days?

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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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