How do you feel when you think about your money? If you are building a business, leading a team, and running a household (probably all three at once), the honest answer might be, “however I have five minutes to feel in that moment.” That is exactly why financial...
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. “The difference between successful people and really successful people is that really successful people say no...
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. For many families, financial planning eventually becomes about more than investments, retirement accounts, or...
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. Over the years, we’ve enjoyed a simple tradition at Searcy Financial® Services. When clients head out on an...
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. Losing a spouse changes nearly every part of life overnight. Along with grief, there are often practical...
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. A client originally based in Overland Park who retired to Florida called recently, frustrated and confused. He...
By Marc C. Shaffer A very meaningful part of my work has been meeting and connecting with service members who are transitioning out of the Army, Navy, Air Force, and other branches of the military and stepping into what many of them call their “second act.” These are...
By Jessica Searcy Kmetty How do you feel when you think about your money, your goals, or your future? Financial planning can evoke many different feelings. For some, it inspires excitement and motivation; for others, it brings uncertainty, overwhelm, or curiosity....
By Marc C. Shaffer and Brenda Carrico Tax forms often feel like background paperwork that quietly disappears after filing season. Some forms carry long-term consequences if they are missed or forgotten and IRS Form 8606 falls squarely into that category. For investors...
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...