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Discover how we can help you create a comprehensive financial plan that meets your individual needs.
The Antidote to Frustration: Gratitude
Life's curveballs can impact finances and happiness. In this episode of our "Beyond the Basics" playlist, Michael Sears, President of Sears Wealth Management, explores the often-overlooked power of gratitude.
How to Navigate Market Jitters
Feeling overwhelmed by stock market volatility? You're not alone! But before making any hasty decisions, watch this informative video.
30-Minute Thursday # 18 - Checklist Challenge
Let's see if you can check all the boxes with confidence!
30-Minute Thursday # 17 - Pay off Mortgage or Invest?
Get the answer to… should you pay off your mortgage or invest in various financial vehicles?
30-Minute Thursday # 16 - Inflation
Learn how inflation works and why this topic is gaining so much heat!
30-Minute Thursday # 15 - Purpose of Money
Join Mike and Seth as they touch on what is the purpose of money in your life.
30-Minute Thursday # 14 - Thanksgiving Special
President & Founder, Mike Sears and Financial Advisor, Seth Morris GIVE THANKS to all the wonderful Sears Wealth Management Clients and share a special Thanksgiving treat: Pumpkin Cheesecake Trifle.
30-Minute Thursday # 13 - Social Security
When should I start claiming Social Security?
30-Minute Thursday # 12 - How much money do you need to retire?
Have you asked yourself, "Do I have enough money saved for retirement?" Well, you are not alone. With so much pressure on determining what that number is, it's important to focus on is "How much INCOME do you need to live comfortably (in retirement).
30-Minute Thursday # 11 - I’m still young! What should I do to plan for retirement?
Key steps that Millennials and Gen Z need to incorporate into their everyday life as begin planning and preparing for retirement.
30-Minute Thursday # 10 -Fixed Indexed Annuities
Watch to learn the benefits of using this financial vehicle in your financial plan.
30-Minute Thursday # 8 - Estate Planning
Do you struggle to understand the intricacies of Estate Planning?
30-Minute Thursday # 7 - Financial Plan
Our advisors can walk you through the process of creating a financial plan.
30-Minute Thursday #1 - Budgeting & Saving
Are You Ready To Take Your Retirement To The Next Level?
Schedule a Meeting with our Financial Advisors to discuss your retirement vision.
