by Searcy Financial® | Jun 4, 2025 | Financial Planning, Investments, Selecting An Advisor
By Ryan Brooke, CERTIFIED FINANCIAL PLANNER® Professional, CIO A Thoughtful, Tax-Aware Investment Transition Strategy When you transfer after-tax investment accounts to a financial advisor, you might expect them to immediately sell everything and reinvest according to...
by Searcy Financial® | Jun 2, 2025 | Leadership & Personal Development
By Marc C. Shaffer When people ask me where they should go while visiting Manhattan, Kansas, “The Little Apple,” I light up. As a proud K-State alum, I’ll always be biased, but I also genuinely believe that it’s one of the best college towns in America. While...
by Searcy Financial® | May 30, 2025 | Coaching Corner, Leadership & Personal Development
By Marc C. Shaffer Life moves fast, sometimes too fast. Whether it’s following up with a friend, remembering to check in on someone going through a tough time, or just keeping track of personal to-dos, it’s easy to let things fall through the cracks. We all mean well,...
by Searcy Financial® | May 30, 2025 | Coaching Corner, Leadership & Personal Development, Selecting An Advisor
By Gabriel Baldonado Internships can feel overwhelming, especially in finance where there’s so much to learn upfront. As a new intern at an RIA (Registered Investment Advisor), here are a few tips and tricks I’ve learned that can help you get started on your...
by Searcy Financial® | May 23, 2025 | Volunteering
By Marc C. Shaffer Years ago, when I began my career at Searcy Financial® Services, I had the privilege of being mentored by our founder, Mike Searcy. One of the lessons that left the greatest impression on me wasn’t about finance at all, it was about community. Mike...
