by Searcy Financial | Aug 14, 2024 | Financial Planning
By Marc C. Shaffer In the wake of Mint.com’s discontinuation, many users have found a new home for their financial tracking needs with Monarch Money. This powerful tool offers a range of features that make it a worthy successor to Mint and an invaluable asset...
by Searcy Financial | Aug 12, 2024 | Aging, Financial Planning, Planning for the Family
By Marc C. Shaffer As a financial advisor, I’m always on the lookout for tools that can help our clients protect their assets. Recently, I’ve been using Carefull, a service that helps guard money, credit, and identity from threats, thieves, and everyday...
by Searcy Financial | Jul 24, 2024 | Aging, Financial Planning, Planning for the Family
By Marc C. Shaffer We tend to think of a financial caregiver coming into the picture when someone like a parent or grandparent starts to decline, mentally, physically or both. However, that might not be the only time you should be considering either planning to bring...
by Searcy Financial | Jul 24, 2024 | Financial Planning, Planning for the Family
If you’ve ever had to navigate the final affairs of a loved one, you probably have a great understanding of the value of estate planning . Regardless of age, income, or asset level, estate planning can greatly benefit those you leave behind, especially the ones tasked...
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...
