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 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 Marc C. Shaffer Did you know that a very important part of our work at Searcy Financial® Services happens outside of client meetings, portfolio reviews, and financial planning updates? We spend a significant amount of time building relationships with professionals...
By Marc C. Shaffer Are you hearing about “Trump Accounts” and wondering if this is the new go-to tool for saving for kids? The short answer is that it’s a real, newly created account type with some meaningful features and some meaningful limits. Treasury and the IRS...
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...
By Marc C. Shaffer If you have ever felt overwhelmed by the number of passwords you need to remember, you are not alone. Between online banking, social media, utilities, insurance, and work systems, password management can easily become a daily frustration. For more...
By Marc C. Shaffer When we talk about investing at Searcy Financial® Services and Allos Investment Advisors, we often talk about retirement accounts, budgeting, and building a strong financial foundation. But there is another kind of investment that requires very...
By John Fales, Principal & Director of Financial Planning Financial planning is not just about numbers on a page or investments in a portfolio. It is a lifelong process that aims to protect your well-being, strengthen your family’s resilience, and help ensure that...
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...