Blog Posts

By John C. Fales

If you give $1,000 to every member of a family, there’s a high likelihood that no two members will spend it the same way.

Money is a tool that is used to accomplish goals, and it often takes some patience and understanding to uncover the motivation behind how each family member chooses to use their money. However, patience and understanding are not always the first reactions when family members discuss, or perhaps judge, their family members’ behavior.

Are family dynamics getting in the way of your multi-generational financial planning?

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By Brenda Carrico

For some people, taking care of their physical wellbeing is a part of life, and for others, it’s one of the biggest challenges. If you’re the type of person who can balance the healthy versus unhealthy food you put in your body – hats off! You’re probably also that person we see riding your bike down the street, going for a walk, lifting weights, or taking a yoga class. Not everyone enjoys exercise, can motivate themselves to keep moving, or finds it easy to control a balanced diet.

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By Michael J. Searcy

We often talk to people about how utilizing multiple financial advisors can lessen their chance for success. For example, one advisor could decide to trade out of an investment to take losses at the same time the other decides to buy into that same investment, creating a wash sale, and adverse tax consequences. Neither professional is at fault, they just didn’t realize what had occurred because they weren’t aware their client was working with multiple advisors. I started thinking about that concept differently and now want to tell you that you should work with multiple advisors, but, it’s not what you think!

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We cannot stress enough the value that tax deferred savings brings to your retirement planning. It is one of the more powerful tools at your disposal.

To help prepare those of you who are still working, a summary of the 2020 Annual Benefit Plan Amounts, showing adjustments to dollar limitations on benefits from and contributions to qualified retirement plans, can be found at the end of this communication.

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By Marc Shaffer

My involvement in the Centurions Leadership Program gave a broad overview of the KC metro and how everything connects; businesses, charities, education, etc. It led me to want to volunteer in my own backyard, where I live and work, in Overland Park.

I was first introduced to Growing Futures Early Education Center (then known as Head Start of Shawnee Mission) in 2014 when they applied as a beneficiary of the Overland Park South Rotary Club’s annual Jazz in the Woods event. Like many others in our community, I was surprised by the poverty in Johnson County. Did you know that based on 2017 census data, more than 30,000 residents are living in households with income at 100% of the federal poverty level? In 2019, for a family of four, that is an annual income of $25,750. Fortunately, in Johnson County, we have Growing Futures Early Education Center to assist vulnerable families with their mission of nurturing children and strengthening families to enrich the community.

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Subcategories

Covering topics including personal and financial goals, financial freedom (retirement) planning, estate and asset conservation, insurance and tax needs to deliver a financial plan to help you acquire, grow and preserve your wealth.

Discussing investment strategies to acquire, grow and preserve wealth, risk, investment goals, asset allocation and portfolio management (which includes securities selection, trading, performance monitoring and responding to changes in the markets and the economy.)

Discussing topics of concern to physicians and medical professionals, including debt management, contract negotiations, asset protection, succession planning for your practice, insurance needs, and other professional and financial challenges. 

Multi-generational families face financial concerns coming from different viewpoints and backgrounds, inclduing wealth transfer, family foundation planning, and continuity while addressing emotional and psychological perspectives of family members.

We help you identify your specific retirement goals and develop a plan and strategy that can help you achieve them.

By understanding what a successful retirement plan looks like to you and your company, we will help you assess your goals to keep your retirement plan on track to benefit your business and employees. The heavy-lifting of the plan management becomes our responsibility, leaving you free to focus on the management of your business. 

We are committed to quality, support, and ethical business practices so that our Overland Park firm will be your choice for financial advisement.

Searcy Financial helps clients choose an appropriate claiming strategy while addressing life changes, such as divorce and its effect on Social Security.

Addressing the issues and confusion associated with giving care to individuals with special needs, including understanding the prognosis, financial planning, navigating Special Needs Trusts, and asset protection. 

Discussing books, new and old, and why we find them valuable. 

Discussing issues related to engagements, marriage, divorce and remarriage. 

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