by Searcy Financial® | Feb 27, 2026 | Financial Planning, Investments
By Ryan Brooke Access to liquidity can be an overlooked component of a thoughtful financial plan. Many families focus on portfolio performance, retirement planning, and long-term wealth management strategies. Fewer take time to consider how they would access capital...
by Searcy Financial® | Feb 16, 2026 | Book Reviews
By Marc C. Shaffer One of the things I’ve learned over the years is that when the same idea keeps showing up from different places, it’s usually worth paying attention. That’s exactly how I first heard about Give to Grow by Mo Bunnell. As many of you know, Jeff...
by Searcy Financial® | Feb 11, 2026 | Aging, Retirement Planning
By Marc C. Shaffer Think of a Grey Gap Year as the retirement version of a college gap year, but with higher stakes and very different questions. A college gap year usually happens before adulthood fully begins. It’s a pause between structure (high school) and the...
by Searcy Financial® | Feb 5, 2026 | Aging, Financial Planning
By Marc C. Shaffer At a Glance: Many families delay using long-term care (LTC) insurance because they’re unsure if they qualify or feel overwhelmed by the claims process, often missing out on benefits they’re entitled to. We’re covering common misconceptions, and...
by Searcy Financial® | Feb 2, 2026 | Aging, Retirement Planning
By Marc C. Shaffer If you are over age 50 and saving for retirement, catch-up contributions have long been a valuable way to put away a little extra. As of 2026, an important change under the SECURE 2.0 Act is now in effect, and it is beginning to impact many savers,...
