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5 Lessons From My Wealth Management Internship

5 Lessons From My Wealth Management Internship

by Searcy Financial | Aug 13, 2026 | Leadership & Personal Development

There are two things I learned quickly about being an intern. First, we will happily eat whatever snacks the company provides. Second, we will nod confidently in meetings, then spend the walk back to our desks figuring out what everyone just said. My name is Tano, and...
Advanced Tax Planning Strategies to Consider Before Year-End

Advanced Tax Planning Strategies to Consider Before Year-End

by Searcy Financial | Jul 29, 2026 | Financial Planning

December has a way of sneaking up on all of us. But when it comes to tax planning strategies, many of the decisions that may help reduce your tax liability need to happen before December 31, not after. Once the calendar flips to a new year, most of your options for...
Join Our Team – Financial Planning Associate

Join Our Team – Financial Planning Associate

by Searcy Financial | Jun 30, 2026 | Searcy Financial

Financial Planning Associate To apply for this position, please send an email to [email protected] and complete this profile. Role Description Responsible for providing support to the advisory team in the delivery of advice to clients.  Prepares financial...
Join Our Team – Financial Planning Associate

Join Our Team – Marketing & Communications Coordinator

by Searcy Financial | Jun 30, 2026 | Searcy Financial

Marketing & Communications Coordinator  To apply for this position, please send an email to [email protected] and complete this profile. Role Description Responsible for supporting and enhancing the client and team experience through the coordination of...
The Home You Love vs. the Care You May Need: A Financial Look at Aging Options

The Home You Love vs. the Care You May Need: A Financial Look at Aging Options

by Searcy Financial | Mar 30, 2026 | Aging

By Brenda Carrico A Long-Term Cost Comparison for Aging Clients They had lived in the same home for over forty years. It was the house where they raised their kids, celebrated holidays, and built a lifetime of memories. Over time, though, maintenance slowly slipped....
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