by Searcy Financial® | Dec 15, 2025 | Financial Planning, Investments
By Ryan Brooke, CERTIFIED FINANCIAL PLANNER® Professional, CIO For most of the time, markets seem to behave in ways that feel predictable. Stocks go up, they go down, and diversified portfolios generally deliver steady growth over the long term. But then there are...
by Searcy Financial® | Dec 11, 2025 | Book Reviews, Financial Planning, Investments, Leadership & Personal Development, Parenting & Education, Selecting An Advisor
By Marc C. Shaffer As a financial planner, I’ve read countless books about money, investing, and building wealth. Few have resonated as deeply as Carl Richards’ Your Money: Reimagining Wealth in 101 Simple Sketches. The beauty of Carl’s work lies in its simplicity, as...
by Searcy Financial® | Dec 8, 2025 | Financial Planning, Planning for the Family
By Marc C. Shaffer We often think of financial planning in terms of retirement savings, debt payoff, or investments, but sometimes real life brings reminders that protection is just as important as growth. During a recent meeting with a prospective client, I learned...
by Searcy Financial® | Dec 1, 2025 | Book Reviews, Coaching Corner, Leadership & Personal Development
By Marc C. Shaffer I recently spent two consecutive Mondays doing something I never imagined would feel intimidating. I blocked four and a half hours each day to sit in a studio and read my own book out loud for the audiobook version. Even though I spent the last year...
by Searcy Financial® | Oct 27, 2025 | Aging
By Marc C. Shaffer Every move tells a story…of change, memories, and new beginnings. When that move involves a parent or loved one, it can also bring stress and emotion. Recently, I had the chance to connect with Wendy Calvert about a service that many families don’t...
