• Resources
  • Client Access
  • Firm Highlights
  • Blog
  • Get A Free Consultation
Searcy Financial®
  • Why Searcy
  • Financial Planning
  • Group Retirement Plans
  • Our Team
  • Contact Us
Select Page
Home Title Theft: Real Threat or Clever Marketing?

Home Title Theft: Real Threat or Clever Marketing?

by Searcy Financial® | Oct 21, 2025 | Financial Planning

By Brenda Carrico In recent years, you’ve probably seen ads warning about “home title theft,” a crime that supposedly allows scammers to steal your house right out from under you. These ads often promote paid monitoring services that claim to protect your...
Turning Your Vacation Property into a Charitable Gift (Without Giving It Away)

Turning Your Vacation Property into a Charitable Gift (Without Giving It Away)

by Searcy Financial® | Oct 20, 2025 | Financial Planning, Investments

By Marc C. Shaffer We recently worked with clients who owned a beautiful vacation property they rarely used… It was meant to be a relaxing getaway, but over time, life got busier, the kids grew up, and the place sat empty most of the year. Even when it went unused,...
Have You Left a 401(k) Behind? Here’s a New Way to Find Out

Have You Left a 401(k) Behind? Here’s a New Way to Find Out

by Searcy Financial® | Oct 20, 2025 | Financial Planning, Investments, Retirement Planning, Retirement Plans

By Marc C. Shaffer Did you know that $1 trillion in retirement savings is estimated to be unclaimed due to job changes, company closures, or outdated contact information according to research from Capitalize? I’m always surprised when a new client meets with us a few...
Avoiding Lifestyle Creep: Staying Wealthy After Becoming Wealthy

Avoiding Lifestyle Creep: Staying Wealthy After Becoming Wealthy

by Searcy Financial® | Oct 15, 2025 | Coaching Corner, Financial Planning

By John Fales Achieving financial success can feel like the finish line of a long race, whether it comes through career achievement, business growth, inheritance, or wise investing. But in reality, wealth isn’t just about building up assets; it’s also about sustaining...
Why I Joined Acumen: A New Chapter in My Growth Journey

Why I Joined Acumen: A New Chapter in My Growth Journey

by Searcy Financial® | Oct 8, 2025 | Coaching Corner, Leadership & Personal Development, Volunteering

By Marc C. Shaffer Each year I set new goals and commit to something that will stretch me personally and professionally. Some of those commitments only last a season, while others become part of my long-term growth journey. Over the years, I’ve been fortunate to...
« Older Entries
Next Entries »

Recent Posts

  • Why I Completed the 21/64 Certified Advisor Training for Multigenerational Planning
  • Protect Your Phone While Traveling: The Hidden Financial Risk
  • When Life Changes Overnight: 5 Thoughtful Steps After Losing a Spouse
  • Understanding IRMAA: When Income Quietly Raises Medicare Costs
  • Does Market Timing Work? A Simpler Way to Think About It

Recent Comments

No comments to show.

Copyright Searcy Financial Services, Inc. All Rights Reserved. FORM CRS | DISCLOSURES | CONTACT US