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...
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 Marc Shaffer Health Insurance on the Marketplace Is Getting More Expensive in 2026. Here’s What to Know and What You Can Do. For many Americans who are self-employed, between jobs, or retired before age 65, health insurance comes from the Federal or state...