by Searcy Financial | Dec 5, 2022 | Financial Planning
By Marc C. Shaffer With a new year peeking around the corner, now is a good time to review the financial strategies that are working well for you, your goals for the future, and take inventory of where you stand financially. Do you want to save more next year?...
by Searcy Financial | Oct 27, 2022 | Searcy Financial
Did you recently add a second comma to your bank balance? Has a recent financial event raised your net worth to the next level? It’s an exciting time, whether it’s the result of your long-term goals such as diligent saving and investing, the sale of a...
by Searcy Financial | Oct 26, 2022 | Searcy Financial
The federal estate tax threshold rose to $24.12 million in 2022 for married couples and $12.06 million for individuals, as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax limit is due to sunset in 2025. Barring...
by Searcy Financial | Oct 26, 2022 | Searcy Financial
By Marc C. Shaffer Life does not go as planned. It’s a wonder I survive as a financial planner who lives by a calendar and a process, because this statement rings true for everyone, even me. I have seen it in both my personal life and in the lives of the people we...
by Searcy Financial | Aug 31, 2022 | Searcy Financial
Client Service Associate We are seeking a motivated Client Service Associate (CSA) to support our growing wealth management firm and to work in a client-focused, team-centered environment assisting the firm’s advisors, clients, and operations/service team. The right...
