by Searcy Financial® | Mar 19, 2026 | Investments, Parenting & Education, Planning for the Family
By Marc C. Shaffer Are you hearing about “Trump Accounts” and wondering if this is the new go-to tool for saving for kids? The short answer is that it’s a real, newly created account type with some meaningful features and some meaningful limits. Treasury and the IRS...
by Searcy Financial® | Mar 17, 2026 | Book Reviews
By Marc C. Shaffer Every once in a while, you read a book that gives language to something you’ve experienced for years but never quite articulated. That’s how I felt reading Soundtracks by Jon Acuff. As a financial advisor and business owner, I spend a lot of time...
by Searcy Financial® | Mar 11, 2026 | Leadership & Personal Development, Parenting & Education, Volunteering
By Marc C. Shaffer Dust off your Derby hats and mark your calendars. The Third Annual Run for the Roses benefiting Growing Futures Early Education Center will take place Saturday, May 2, 2026 at 4:30 p.m. at Hallbrook Country Club. This Kentucky Derby themed...
by Searcy Financial® | Mar 10, 2026 | Financial Planning, Investments, Retirement Planning
By Marc C. Shaffer and Brenda Carrico Tax forms often feel like background paperwork that quietly disappears after filing season. Some forms carry long-term consequences if they are missed or forgotten and IRS Form 8606 falls squarely into that category. For investors...
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...
