The Pep Talk App: A Small Daily Habit That Makes a Big Difference

by Searcy Financial | Mar 2, 2026 | Coaching Corner, Leadership & Personal Development, Selecting An Advisor

By Marc C. Shaffer As a financial advisor, I spend most of my days helping people think long term. Retirement planning…Investment management…Estate considerations…Tax-efficient strategies. The conversations are meaningful and often serious. But...

When a Securities-Backed Line of Credit May Make Sense

by Searcy Financial | Feb 27, 2026 | Financial Planning, Investments

By Ryan Brooke Access to liquidity can be an overlooked component of a thoughtful financial plan. Many families focus on portfolio performance, retirement planning, and long-term wealth management strategies. Fewer take time to consider how they would access capital...

Book Review: Give to Grow by Mo Bunnell and Why It Reinforced One For All

by Searcy Financial | Feb 16, 2026 | Book Reviews

By Marc C. Shaffer One of the things I’ve learned over the years is that when the same idea keeps showing up from different places, it’s usually worth paying attention. That’s exactly how I first heard about Give to Grow by Mo Bunnell. As many of you know, Jeff...

The Grey Gap Year: Why Early Retirement Often Costs More and Why That’s Okay

by Searcy Financial | Feb 11, 2026 | Aging, Retirement Planning

By Marc C. Shaffer Think of a Grey Gap Year as the retirement version of a college gap year, but with higher stakes and very different questions. A college gap year usually happens before adulthood fully begins. It’s a pause between structure (high school) and the...

Helping Make Sense of Long-Term Care with Supportive Guidance

by Searcy Financial | Feb 5, 2026 | Aging, Financial Planning

By Marc C. Shaffer At a Glance: Many families delay using long-term care (LTC) insurance because they’re unsure if they qualify or feel overwhelmed by the claims process, often missing out on benefits they’re entitled to. We’re covering common misconceptions, and...