by Searcy Financial | Jan 15, 2025 | Volunteering
By Marc Shaffer Newhouse Shelter is more than just a safe haven – it’s a transformative ecosystem of hope and healing for survivors of domestic violence. Their mission is to shatter the barriers that feed the cycle of abuse while partnering with survivors to...
by Searcy Financial | Jan 6, 2025 | Book Reviews
By Marc Shaffer “Die With Zero” by Bill Perkins offers a refreshing counterpoint to traditional personal finance advice. Rather than focusing on maximum wealth accumulation, Perkins presents a philosophy centered on using money as a tool to create...
by Searcy Financial | Dec 18, 2024 | Financial Planning
As the end of the year approaches, we want to help you spot time-sensitive planning opportunities. Perhaps you… Are considering making year-end gifts to charitable organizations or family members and need to determine your optimal funding strategy; Are looking to...
by Searcy Financial | Dec 18, 2024 | Aging, Financial Planning, Retirement Planning, Social Security
By Marc C. Shaffer As financial advisors, one of the most common concerns we hear from clients is about the future of Social Security. Many ask how confident we are that their benefits will be available when it’s their turn to file a claim. Some are so worried...
by Searcy Financial | Dec 18, 2024 | Financial Planning, Planning for the Family
What is the purpose of estate management? Estate management is about preserving the assets you’ve spent a lifetime building. It’s about protecting your spouse, children, or other heirs and ensuring that your assets are distributed how and when you want them to be....
