by Searcy Financial | Jun 18, 2024 | Searcy Financial
By: Jessica Searcy Kmetty We have some exciting news to share! Searcy Financial has been named to Inc.’s 2024 Best Workplaces List! This year’s list includes 535 companies that have redefined what it means to be a great place to work. All honorees have created...
by Searcy Financial | Mar 6, 2024 | Planning for the Family
By Marc C. Shaffer I recently embarked on a journey to purchase a new vehicle, and the new method I tried was a game-changer. Instead of going the traditional dealership route, I utilized a refreshing new approach with Your Car Dog, a car buying agent recommended by a...
by Searcy Financial | Mar 4, 2024 | Investments
Many people often have outsized positions due to appreciation and large pre-tax retirement accounts. You may be looking to reduce portfolio risk and protect gains now, while also aiming to reduce your future income tax burden. Roth conversions and harvesting capital...
by Searcy Financial | Jan 25, 2024 | Investments
By Marc C. Shaffer A triple tax-advantaged account that many overlook, a Health Savings Account (HSA) is an account for individuals with high deductibles to set aside money on a pre-tax basis to cover qualified medical expenses. If you are able to cover most medical...
by Searcy Financial | Jan 25, 2024 | Financial Planning
Many people like rental income because it seems passive and simple, until it isn’t so passive … or simple! Using this checklist you may better understand the challenges and nuances that exist with owning a rental property. Whether it’s landlord responsibilities and...