by Searcy Financial | Sep 19, 2023 | Parenting & Education
By John Fales Did you know September is College Savings Month? A great reminder to consider how saving for college (or any education) fits into your overall financial plan. There are steps you can take to help ease the burden of education costs and many you can start...
by Searcy Financial | Jul 30, 2023 | Planning for the Family
Passing your estate to an heir with credit problems, a shaky marriage, a gambling or alcohol addiction, or any other concerning situation might not only lead to that wealth being squandered, but the inheritance could worsen destructive behaviors. Of course, you don’t...
by Searcy Financial | Jul 30, 2023 | Financial Planning
By Marc C. Shaffer I was talking with a friend recently who has lost quite a bit of weight. We were talking about the process and how it differed from their past experiences. They had spent many years fighting the ups and downs of fad diets and lose-weight-quick...
by Searcy Financial | Jul 28, 2023 | Marriage, Divorce & Remarriage
This checklist covers 28 of the most important planning issues to identify and consider when going through a divorce, including: Cash Flow Issues Asset & Debt Issues Insurance Planning Issues Tax Planning Issues Long-Term Planning Issues Other Issues Click HERE to...
by Searcy Financial | Jul 10, 2023 | Financial Planning
There continues to be an increase in fraudulent and criminal activities that trap unsuspecting individuals into loss. Now more than ever, you may be targeted financially through a variety of schemes. This checklist helps guide you through common threats and scams, and...
