Financial Planning Associate To apply for this position, please send an email to [email protected] and complete this profile. Role Description Responsible for providing support to the advisory team in the delivery of advice to clients. Prepares financial...
Marketing & Communications Coordinator To apply for this position, please send an email to [email protected] and complete this profile. Role Description Responsible for supporting and enhancing the client and team experience through the coordination of...
By Marc C. Shaffer Twenty years go by faster than you think. When I started at Searcy Financial® Services, my focus was on learning the technical side of financial planning, including investments, strategies, and how to serve clients well. What I did not fully...
By Marc C. Shaffer When you are raising kids, you get used to making all the decisions for them. You fill out the school forms… Sign the permission slips… Talk to the doctor… Keep an eye on their bank account… But magically, something changes the day your child turns...
Are you looking for a better understanding of the roles, responsibilities and functions within an independent RIA firm? An internship with the Searcy group of companies exposes students to a broad range of responsibilities. You will be trained on both the "why" and...
Join Our Team Thank you for considering a career with us! We’re excited to learn more about you and how you can contribute to our team. To kickstart the application process, we kindly ask you to click on your position of interest below which will include steps for...
Are you leaving money on the table? It’s a question that everyone can stress about – figuring out where to allocate your hard-earned dollars. We’ve seen how easy it is to inefficiently use cash by overspending, or even leaving too much money just sitting in the bank....
By: Jessica Searcy Kmetty We have some exciting news to share! Searcy Financial® has been named to Inc.'s 2024 Best Workplaces List! This year’s list includes 535 companies that have redefined what it means to be a great place to work. All honorees have created...
Did you recently add a second comma to your bank balance? Has a recent financial event raised your net worth to the next level? It’s an exciting time, whether it’s the result of your long-term goals such as diligent saving and investing, the sale of a business, a windfall transfer of wealth, or a key promotion.
You’re probably already considering how to protect and manage your wealth.
The federal estate tax threshold rose to $24.12 million in 2022 for married couples and $12.06 million for individuals, as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax limit is due to sunset in 2025. Barring congressional action, the exemption amount will return to about $6.2 million, adjusted for inflation, in 2026. Similarly, the current 40% maximum gift and estate tax rate will increase to 45%.
For high-net worth individuals, this could influence wealth transfer strategies. Although this sunset is coming, the good news is that it’s still a few years away.