Blog Posts

By Jessica Searcy Kmetty

Financial planning is not a one and done process. While we have many discussions with clients about their goals during the development of their plan, we know that things will pop up along the way that can cause goals to change. In some cases, these are decisions that are made after personal reflection warrants a change. But sometimes, we are forced to change our goals.

Goal planning isn’t just present in financial planning. I’m sure many of you have personal goals that you’re hoping to achieve this year. We’re in a brand new decade, which means some personal goals you set may have been even BIGGER than normal as you looked toward a chance to start fresh and new, or were ready to make things happen that you’ve been pondering for some time.

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A correction is defined as a decline of 10% or greater from a recent high in the financial markets. Corrections can last anywhere from days to months, but few have lasted longer. Recently, we’ve seen a bumpy ride, and many people are looking for context as to what this might mean for their financial future.

Stock prices have bounced in-and-out of correction territory, as investors attempt to measure the economic impact of the COVID-19 virus. During periods of volatility, it’s important to remember that stock market corrections are not unusual and represent a normal part of the investing cycle. While the performance of any single year can deviate significantly from historical norms, on average, we see bear market corrections of 20% or more about every 3-4 years. The current situation of the market reacting to COVID-19 is impactful, but markets adjust all the time.

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By Ryan W. Brooke

There are many instances where someone might offer to co-sign a loan. A parent may be helping a child with a loan for a vehicle or home, perhaps because the child lacks the credit history to secure a loan on their own. Someone might co-sign a home or vehicle loan for a friend who has poor credit history. In these instances, there is an actual item being considered that could be collected in the event of a death. But what about student loans? How “on the hook” are co-signers in the event of a death?

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In light of current events and potential financial difficulties caused by the COVID-19 outbreak, the Internal Revenue Service (IRS) has postponed the 2019 federal income tax filing and payment deadline until July 15, 2020.

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By Brenda Carrico

What does spiritual well-being mean to you? According to an article from HRZone, “Spiritual well-being means the ability to experience and integrate meaning and purpose in life through a person's connectedness with self, others art, music, literature, nature, or a power greater than oneself.”

If you are already attending services, meditating, spending time in nature or participating in an activity that gives you a sense of peace, well-being and purpose, then you likely understand the importance of incorporating these things into your daily living.

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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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