Blog

Two people going over finances

When to Consider Moving from Allos to Searcy Financial

A financial advisor consulting a family about their 529 plan.

529 Plan Successor Owner: Why Naming One Matters

A distressed man looking at a letter while a woman looks over his shoulder at the letter.

How to Talk About Money With Your Partner Without a Fight

A white house with red accents and a white picket fence.

Is Now a Good Time to Buy a House? A Look at the Trade Offs

A calendar, coins, office supplies, and various tax forms scattered on a gray background.

Why a Large Tax Refund Isn’t Free Money

What to bring to your first financial advisors meeting

What to Bring to Your First Meeting With a Financial Advisor

Newlywed couple reviewing a joint bank account, learning how to combine finances after marriage.

How to Combine Finances After Marriage (Without the Awkward Conversations)

Financial advisor shaking hands with a client after a planning meeting, showing what a financial advisor does.

What Does a Financial Advisor Actually Do?

Person using a calculator and notebook to decide whether to pay off debt or invest first.

Pay Off Debt or Invest First? Here’s How to Decide

Financial Planning Considerations for Business Owners and 1099 Workers