by Searcy Financial | Mar 30, 2023 | Financial Planning
Income tax planning can be critical to your financial success. Navigating our complicated federal pay-as-you go income tax system can be difficult. Adding further complexity, you must understand and adapt to changes in tax laws and in your personal circumstances. In...
by Searcy Financial | Mar 30, 2023 | Financial Planning
Planning for the sale, disposition, or succession of one’s business is a challenging process. This topic may be on your mind as a business owner, yet many struggle to take action and start planning. Where should you start? What questions should you ask when addressing...
by Searcy Financial | Jan 31, 2023 | Retirement Planning
In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contributions to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0, and it is a follow-up to the Setting Every Community Up...
by Searcy Financial | Jan 31, 2023 | Retirement Planning
Are you thinking about retirement in the next few years or sooner? Feeling prepared for such a major life transition could help you manage the stress and even look forward to this exciting time. This checklist covers 32 important planning issues to identify and...
by Searcy Financial | Jan 31, 2023 | Aging
Although retirement should be a priority throughout your lifetime, when children leave the house, financial priorities tend to become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning potential and fast...
