As we reach the midpoint of the year, now may be an ideal time to pause and conduct a thorough financial review. At SignatureFD, we believe wealth management is about helping our clients achieve a holistic sense of well-being.
Incorporating generosity into your legacy planning typically involves more than just designating beneficiaries in a will or trust. It’s usually about shaping how you’ll be remembered and living out that…
At SignatureFD, we believe that generosity can be a powerful tool to build lasting bonds among multiple generations of a family. Explorations of a family’s values, passions, and legacy are…
In the wealth management industry, entrepreneurs and executives stand apart. Their financial landscape typically differs from the average investor’s, with a substantial portion of their assets wrapped up in the…
Teaching children about money and finances can be an essential life skill to set them on the path to financial success. Parents typically play a crucial role in this process, as they are often the first educators on the subject.
“What’s my legacy?” Many adults have likely asked themselves this question at some point. It can be rewarding to know we’ve left some imprint on the people around us, so they can continue making a difference in the world when we’re gone.
If you’re running a small business, you might feel the pressure of uncertainty in our current economy. Click to read SignatureFD’s article on the topic by Matt Barber.
When Heather Robertson Fortner became CEO of SignatureFD in 2020, she quickly identified a path to long-term independence in a fast-consolidating industry. “By some back-of-the-napkin math, I knew that if we grew 20% year over year, by the end of 2025 we could be a $10 billion company,” says the North Carolina native. “That feels like legacy.”
While it may seem like a far-off reality, legacy planning for the business you’ve worked hard to build is an essential ingredient in running a successful business for the long haul. Here are some of the key questions to consider when creating your buy-sell agreement.
The process of elder care planning can feel overwhelming without guidance from experts in the field who have your best interest in mind. Tune in to hear from the best and learn what documents should be in place, what Medicare covers, how to manage care options, and how to begin end-of-life planning.
