by Searcy Financial | Apr 27, 2022 | Retirement Planning
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today’s average 65-year-old woman will live to age 86½. Given these projections, it...
by Searcy Financial | Apr 27, 2022 | Searcy Financial
Are you confused as to what documents to keep in your files? Records relating to tax and legal matters, healthcare issues, assets and liabilities, as well as other important transactions should be kept in case they are needed in the future. In this checklist, we cover...
by Searcy Financial | Mar 29, 2022 | Searcy Financial
By Marc C. Shaffer As a financial advisor, I always have principles of financial investing in the front of my mind, but I love to take those principles and apply them to other areas of life. That might include investing in health, people, experiences, career...
by Searcy Financial | Mar 22, 2022 | Book Reviews
By Marc Shaffer Connections. This book is about connections and their immense value. I tend to think my life is also about connections, which may be why I am so drawn to “Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork,” by Dan Sullivan...
by Searcy Financial | Feb 27, 2022 | Aging
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes. Unfortunately, even the deceased can’t escape taxation. If the departed family member earned taxable income during...
