Your Year-End Tax Plan: The OBBBA Changes To Revisit Now
Year-end taxes under OBBBA: model bunching, bonus depreciation, Roth moves.
Latest Industry Insights
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®.
THE 8 STEPS TO FINANCIAL READINESS
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®.
All Industry Insights
Your Year-End Tax Plan: The OBBBA Changes To Revisit Now
Year-end taxes under OBBBA: model bunching, bonus depreciation, Roth moves.
Trick or Treat? Debunking Roth Conversion Misconceptions
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…
A Strategic Guide to Social Security: Tips to Decide When to Claim
When should you claim Social Security? Learn to analyze the tax impact, spousal benefits, and your portfolio to make a strategic retirement planning decision.
Retirement Planning in Your 50s: What You Need to Know Now
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.
5 Common Wealth Pitfalls for Attorneys — and Ways to Stay Ahead
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…
The One Big Beautiful Bill Act: What the New $15M Estate Exemption Could Mean for Your Legacy
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.
Who Will Carry the Torch? Preparing the Next Generation of Leaders in Your Business
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.
Common Approaches That Could Support Multigenerational Wealth
Learn how successful families build multigenerational wealth by reinforcing values and financial literacy with their children to create a legacy of purpose.
Ways Atlanta Business Owners Can Build a Business That Stands on its Own
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.
Is Your Business Ready to Run Without You? A Guide to Succession for Atlanta Business Owners
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.
The Long-Term Care Conversation: Financial Strategies for Life’s Later Chapters
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?
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 True Risk Tolerance: How It Shapes Your Grow, Protect, Live, and Give Strategy
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
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…
Creating a Framework for Cross-Generational Financial Conversations
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.
Beyond the Numbers: A Guide for Teaching Kids the Value of Wealth
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.
Tips to Navigate Financial Transparency in Professional Relationships
Learn how financial transparency builds stronger business partnerships through shared vision, clear expectations, structured communication, and proactive planning for sustainable success.
Using Your Wealth to Build Your Community
Discover how thoughtful wealth management can create meaningful community impact through aligned giving strategies that fulfill both personal values and local needs.
The Emotional Ledger: Understanding Your Psychological Relationship with Money
Discover how your emotional relationship with money impacts financial decisions as a physician, and learn to transform limiting beliefs into empowered choices aligned with your values.
Five Tips for Building Financial Harmony in Marriage
Discover our top five strategies for building financial harmony in your marriage, from identifying hidden money beliefs to creating shared goals. Learn how to transform financial tension into relationship strength.