• Resources
  • Client Access
  • Firm Highlights
  • Blog
  • Get A Free Consultation
Searcy Financial®
  • Why Searcy
  • Financial Planning
  • Group Retirement Plans
  • Our Team
  • Contact Us
Select Page
The Reverse Travel Budget: Plan Your Dream Trip, Then Build Backward

The Reverse Travel Budget: Plan Your Dream Trip, Then Build Backward

by Searcy Financial® | May 21, 2025 | Coaching Corner, Financial Planning

By Marc C. Shaffer I still remember the moment I stopped making excuses and finally booked my first international trip to Hong Kong and China. For years, I had every reason not to go: “I don’t have the time.” “It’s not in the budget.” “Maybe next year.” Sound...
Making Charitable Giving Easier: Understanding Qualified Charitable Distributions (QCDs)

Making Charitable Giving Easier: Understanding Qualified Charitable Distributions (QCDs)

by Searcy Financial® | May 21, 2025 | Financial Planning

By Marc C. Shaffer For many of our clients, giving back is a core part of their values, and we love that. Whether it’s a cause close to your heart or an organization that’s been part of your life journey, charitable donations can be a meaningful way to create impact....
Power Moves: How Women Can Confidently Navigate Salary Negotiations, Career Transitions, and Workforce Re-entry

Power Moves: How Women Can Confidently Navigate Salary Negotiations, Career Transitions, and Workforce Re-entry

by Searcy Financial® | May 14, 2025 | Coaching Corner, Financial Planning, Leadership & Personal Development

By Jessica Kmetty, President & CEO In a world where women are consistently redefining success on their own terms, confidently navigating career changes, asking for raises, and re-entering the workforce after a break are some of the most powerful moves we can make....
Surprise and Delight: How I Use Thoughtful Gifting in Business

Surprise and Delight: How I Use Thoughtful Gifting in Business

by Searcy Financial® | May 8, 2025 | Coaching Corner, Leadership & Personal Development

By Marc C. Shaffer You’ve probably heard of The Five Love Languages: words of affirmation, acts of service, quality time, physical touch, and receiving gifts. While not everyone’s primary love language is “receiving gifts,” there’s something about a well-timed,...
What Are Estimated Taxes and Should You Be Paying Them?

What Are Estimated Taxes and Should You Be Paying Them?

by Searcy Financial® | May 7, 2025 | Financial Planning

By Marc C. Shaffer As a “finance guy” who loves numbers and making them work for a greater good, even I don’t love tax season. As I send my check off to the IRS, I’m thankful that our business continues to grow, but bidding farewell to the payment is my reminder to...
« Older Entries
Next Entries »

Recent Posts

  • Why I Completed the 21/64 Certified Advisor Training for Multigenerational Planning
  • Protect Your Phone While Traveling: The Hidden Financial Risk
  • When Life Changes Overnight: 5 Thoughtful Steps After Losing a Spouse
  • Understanding IRMAA: When Income Quietly Raises Medicare Costs
  • Does Market Timing Work? A Simpler Way to Think About It

Recent Comments

No comments to show.

Copyright Searcy Financial Services, Inc. All Rights Reserved. FORM CRS | DISCLOSURES | CONTACT US