Sears Wealth Management & Insurance Solutions

During this season, we take time to reflect upon the good things we have like our partnership with you. We appreciate working with you and hope that the holidays and the coming year will bring you happiness and success. Wishing you a Merry Christmas and a joyful New Year. Best wishes from your friends at Sears Wealth Management & Insurance Solutions!... (Pictured left to right: Lisa, Haley, Julie, Michael, Seth and Hilary)

Are you looking for a fun family Christmas Eve activity? Why not try baking Gingerbread Cookies. Click on the link below for the recipe.

Our Retirement Blueprint Financial Planning process is designed to help our clients achieve simplicity and confidence during their retirement years. It's focused around the 5 key areas of your current financial life. 1. Income Planning - Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life. 2. Investment Planning - Once your income plan is established, we will create an investment plan for the remain...ing assets that you do not need to draw from month to month. 3. Tax Planning - Any comprehensive Retirement Blueprint Plan will include a strategy for decreasing tax liabilities. 4. Healthcare Planning - We will create a plan to help you address rising healthcare costs with a minimum of expense. 5. Legacy Planning - It is essential to ensure your hard-earned assets go to your beneficiaries in the most tax-efficient manner. By working collaboratively with a qualified Estate Planning Attorney. Ready to learn more about our key financial services? Learn more here: https://www.searswealth.com/areas-of-practice. Wherever you’re at in your retirement journey, we’re here to help!

When temperatures turn cooler and leaves start changing color, thoughts turn to just one thing: Halloween! (OK, pumpkin spice AND Halloween). That means it’s time to decorate the house, lay in reserves of chocolate, and start planning Halloween costumes. And not just for yourself and the family you want to make sure you choose Halloween costumes for the pets in the household, too. After all, everyone should get in on the spooky fun! #petcostume #welovedogs https://www.pawtracks.com//most-adorable-pet-halloween-co/

Holiday shopping is starting early this year, 47% of Americans began buying gifts online as early as August, mainly because they’re bored and stuck at home. Have you started your holiday shopping? Read our blog post to see what the retailers are projecting. #holidayshopping #budgeting #financialplanning

A quick glance into Hilary's home office. #itsallaboutthepothosbaby https://www.gardenista.com/posts/gardening-101-pothos/

Happy Monday Friends! With #Halloween less than 5 days away, we thought we would share our team's top 5 Halloween Candy picks! Michael isn't a huge candy person. But, if he were to enjoy candy, it would be a Hershey's chocolate bar. Although, he would prefer ice cream any day of the week! ... Seth's all-time favorite candy is Reese's Peanut Butter Cups. A classic! Lisa's favorite treat during the Halloween season is candy corn (although Peanut M & M's is her most favorite candy throughout the year). Haley had a tricky time deciding, but when it came down to picking just one candy, she chose the Snicker's Bar. Hilary's most recent favorite Halloween candy has been the Kit Kat Bar. Now that we've shared our favorites! What's yours? #Halloween #Candy #TrickorTreat

Check out these 5 FUN FINANCIAL FACTS about Halloween! #Halloween #FinancialPlanning #Retirement

If you’re thinking about selling your home, sooner may be better than later. If you’re in the market to buy, next spring is looking pretty good. Remember that the decision to buy or rent should take into account your plans to stay in that property for at least four to five years. #pandemic #financialfreedom #millennials #realestate... Read more below...

Learn how your family’s financial history influenced your money habits. #personalfinance #wealthmanagement

If you're getting ready to #retire, it's important to think about what your later years will look like. To make the right choice, there are three key questions that should guide your preferences for where to reside as a retiree. Do you know the answers? Found out below...