by Searcy Financial | Jul 7, 2020 | Searcy Financial
By Marc C. Shaffer “Procrastination is something best put off until tomorrow.” -Gerald Vaughan It is a fact in my life that as the years go on, I get busier, things get more complicated, and time shrinks. I have to be very strict with my time, going as far as adding...
by Searcy Financial | Jun 8, 2020 | Searcy Financial
For most, creating an estate strategy is important to make sure your loved ones are taken care of after you’re gone. But it may be just as important to have an estate strategy for your business. Whether you’re a sole proprietor who will be passing on your...
by Searcy Financial | May 28, 2020 | Special Needs
If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those financial challenges. Most...
by Searcy Financial | May 28, 2020 | Special Needs
Families with special needs children have a new tax-deferred savings option. The ABLE account, also called a 529A savings account, is patterned after the popular 529 savings plan, created to help parents save for a child’s higher education. Like 529 plans, ABLE...
by Searcy Financial | May 4, 2020 | Leadership & Personal Development
By Jessica Searcy Kmetty After weeks of lockdown, I’m sure the last thing people are thinking about is taking a sabbatical. Traditionally seen in academic fields, sabbaticals have become popular in recent years as both an employee benefit and as a mid-career break for...
