by Searcy Financial | Mar 19, 2021 | Parenting & Education
By Marc Shaffer A UTMA could be a beneficial choice for your family if you have children or grandchildren. Often, adults open these accounts for minors for future education needs, but they are not strictly for education funding purposes. I have friends who have used...
by Searcy Financial | Mar 2, 2021 | Book Reviews
By Marc C. Shaffer Promptings is a book by Kody Bateman, the founder of a company called SendOutCards. The book’s main premise is to act on impulses as a way to avoid regrets and to create opportunities. So many people have promptings but seldom follow up on them....
by Searcy Financial | Mar 2, 2021 | Special Needs
By Jessica Searcy Kmetty Medical coverage is a big deal in the special needs community. Many of my friends and neighbors spend excessive amounts of money on special needs private schools, therapies, and professional evaluations. However, I’ve come across a number of...
by Searcy Financial | Feb 19, 2021 | Planning for the Family
By John C. Fales Should we include our children in conversations about inheritance, our net worth and our estate plan? Should we be gifting assets to our children along the way or should we control the money until it transfers to them upon death? How do we teach our...
by Searcy Financial | Feb 11, 2021 | Parenting & Education
By John Fales and Marc Shaffer The concept of a “perfect time” to do things is one that is both not quite realistic yet incredibly understandable. One that is often talked about and pushed off to another, better time is having a baby. Not quite realistic because there...
