by Searcy Financial® | Jul 16, 2025 | Aging, Financial Planning, Investments, Retirement Planning
Do Roth Conversions Lock Up My Money for 5 Years? Here’s What You Need to Know By Marc C. Shaffer A client recently reached out with a concern that we hear quite often: “If I convert money into my Roth IRA this year, do I have to wait five years before I can touch...
by Searcy Financial® | Jun 30, 2025 | Financial Planning, Investments, Selecting An Advisor
By Ryan Brooke, CERTIFIED FINANCIAL PLANNER® Professional, CIO Environmental, Social, and Governance (ESG) investing has become a hot topic in the financial world. Some investors seek to align their portfolios with their personal values by supporting companies they...
by Searcy Financial® | Jun 30, 2025 | Financial Planning, Marriage, Divorce & Remarriage, Parenting & Education, Planning for the Family
By Jessica Kmetty My first grandbaby arrived this year. To say I’m excited is an understatement. Aside from the fresh newborn smell and cuddles and coos, I look at this baby and see a whole world of potential and a future of possibility. And because I lead a financial...
by Searcy Financial® | Jun 30, 2025 | Coaching Corner, Financial Planning
By Marc C. Shaffer Money and water may seem like entirely separate forces, but once you start paying attention, you’ll notice just how many financial terms flow directly from water-based language. This isn’t a coincidence. Both money and water are...
by Searcy Financial® | Jun 30, 2025 | Financial Planning, Investments, Retirement Planning
By Marc C. Shaffer Do you have Lazy Cash? Cash just sitting around in a general checking account or other location (mason jar, eek!) whittling away due to inflation and not WORKING for you? In the years leading up to the pandemic, cash planning wasn’t a frequent topic...
