by Searcy Financial® | May 5, 2025 | Financial Planning
By Marc C. Shaffer When you’ve invested in a special experience, like a river cruise through Europe or a dream trip across the globe, the last thing you want to think about is what could go wrong. But planning for the unexpected is one of the smartest things you can...
by Searcy Financial® | Apr 28, 2025 | Coaching Corner, Financial Planning
By Jessica Searcy Kmetty, President & CEO There’s a script many of us were handed early on: Be polite. Be careful. Be grateful. And above all, don’t talk too loudly about money. Especially if you’re a woman. This “good girl” programming often...
by Searcy Financial® | Apr 22, 2025 | Coaching Corner, Leadership & Personal Development
By Marc C. Shaffer There’s a saying I love: “Nobody cares how much you know until they know how much you care.” That one sentence has guided me through thousands of conversations—with clients, new connections, colleagues, and community members. It reminds me that if...
by Searcy Financial® | Apr 22, 2025 | Book Reviews, Coaching Corner, Financial Planning, Leadership & Personal Development
A Framework That Matches How We Plan for Life By Marc C. Shaffer At Searcy Financial® Services and Allos Investment Advisors, we believe true wealth goes beyond just your bank account. That’s why The Five Types of Wealth by Sahil Bloom immediately grabbed my attention...
by Searcy Financial® | Apr 17, 2025 | Financial Planning, Planning for the Family, Starting Out: Engaged, Newlywed & Young Adult
By John Fales, Principal and Director of Financial Planning Starting financial planning early in life has numerous benefits, and the earlier you begin, the more time you have to leverage compounding and build wealth. You don’t have to wait until you have the best job,...
