by Searcy Financial | May 30, 2025 | Coaching Corner, Leadership & Personal Development
By Marc C. Shaffer Life moves fast, sometimes too fast. Whether it’s following up with a friend, remembering to check in on someone going through a tough time, or just keeping track of personal to-dos, it’s easy to let things fall through the cracks. We all mean well,...
by Searcy Financial | May 30, 2025 | Coaching Corner, Leadership & Personal Development, Selecting An Advisor
By Gabriel Baldonado Internships can feel overwhelming, especially in finance where there’s so much to learn upfront. As a new intern at an RIA (Registered Investment Advisor), here are a few tips and tricks I’ve learned that can help you get started on your...
by Searcy Financial | May 23, 2025 | Volunteering
By Marc C. Shaffer Years ago, when I began my career at Searcy Financial Services, I had the privilege of being mentored by our founder, Mike Searcy. One of the lessons that left the greatest impression on me wasn’t about finance at all, it was about community. Mike...
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...
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....
