by Searcy Financial | Jan 25, 2024 | Financial Planning
According to recent statistics, data breaches have become common in today’s digital world. In fact, it is estimated that more than 111.7 million Americans have their personal information exposed to data breaches every year. Whether it’s a major retailer, a...
by Searcy Financial | Jan 23, 2024 | Leadership & Personal Development
Marc Shaffer was recently featured on an episode of “The Corporate Couch” podcast hosted by Jeff Pelaccio. They discuss: Creating a Culture of Help; Having Kids Later in Life; Books That Influenced Him and more. Listen Here: More about The Corporate Couch:...
by Searcy Financial | Jan 15, 2024 | Retirement Planning
By Marc C. Shaffer For many, a new year means a fresh financial start. For those nearing retirement, it means another day closer to a momentous transition. Whether you have your retirement date circled on the 2024 calendar or coming up in the next few years, the new...
by Searcy Financial | Jan 4, 2024 | Financial Planning
The start of the year is a great time for a financial check-up. In addition to reflecting on the prior year, you may be particularly motivated in January to make financial resolutions for the future. Let’s review your circumstances and goals and look for impactful...
by Searcy Financial | Dec 20, 2023 | Parenting & Education
You might have heard some buzz about the SECURE Act 2.0 and the ability to transfer 529 funds to a Roth IRA. You may also be wondering if you can take advantage of this new rule. To help clear up some of the questions you may have, we’re offering this flowchart for...
