Make the most of your wealth now and in the future while assessing challenges, opportunities, and risks along the way. That way, you can grow, protect, give, and live your wealth in a way that aligns with what matters most: your Net Worthwhile®.
Make the most of your wealth now and in the future while assessing challenges, opportunities, and risks along the way. That way, you can grow, protect, give, and live your wealth in a way that aligns with what matters most: your Net Worthwhile®.
Discover how changes under the OBBBA can encourage a shift to strategic charitable planning. Learn ways to meet new deduction thresholds and align your giving with your long-term wealth goals.
Learn how donor-advised funds (DAFs) can transform reactive giving into an intentional, tax-smart strategy. Discover if a DAF is the right tool to align your wealth with your values.
At SignatureFD, we believe giving back can be one of the most meaningful ways to find your Net Worthwhile®. As the end of 2024 approaches, charitable giving may be at the forefront of your year-end planning. This usually begs the question, “How can I make a meaningful impact on the causes I care most about while optimizing my financial plan?”
Year-end taxes under OBBBA: model bunching, bonus depreciation, Roth moves.
Many believe the best time for crucial tax planning is in December, but October is often the sweet spot for Roth conversions. A Roth conversion gives you the power to…
When should you claim Social Security? Learn to analyze the tax impact, spousal benefits, and your portfolio to make a strategic retirement planning decision.
Effective retirement planning in your 50s means addressing common blind spots. Learn to properly calibrate risk, optimize your savings, and create a cohesive financial plan.
At SignatureLAW, we recognize that attorneys operate within a demanding ecosystem of intellectual rigor, emotional complexity, and professional excellence. Yet here lies a fundamental paradox: while you dedicate your career…
Discover how the new permanent $15-million federal estate tax exemption changes legacy planning. We explain its impact on your strategy and state estate taxes.
Handing off your business? Learn what makes a strong successor, from vision to emotional intelligence, and get insights on the hardest parts of the transition.
Learn how successful families build multigenerational wealth by reinforcing values and financial literacy with their children to create a legacy of purpose.
Get actionable strategies to prepare your Atlanta business for a confident future. Learn how to separate from daily operations and explore options for continued involvement.
What happens when your company isn’t ready for your exit? Find out what makes a founder indispensable and why proactive succession planning is essential for your legacy.
Navigate the complexities of long-term care with our comprehensive guide. Learn key questions to ask and how to integrate planning into your wealth strategy.
Does Risk Tolerance Really Decline With Age? by Tim Maurer Rethinking Your Portfolio for Retirement and Beyond Read on Substack In this episode of Net Worthwhile Weekly, Tim Maurer and…
Understanding your true risk tolerance can help shape every step of your financial journey. Learn how to apply purpose and context to your approach to risk.
Why Markets Shrug Off Crises: Investment Insights From the Middle East Conflict by Tim Maurer Read on Substack Overview: In this episode, Tim Maurer and Tony Welch tackle a…
Bridge the generation gap in family money talks. Learn how different financial mindsets shape conversations and discover strategies for meaningful wealth discussions that build lasting legacies.
Discover how to teach children about the true meaning of wealth. Learn practical strategies for instilling financial values like gratitude, stewardship, and generosity that transform how kids view and manage money for life.
Learn how financial transparency builds stronger business partnerships through shared vision, clear expectations, structured communication, and proactive planning for sustainable success.
