Unraveling the Mysteries of Medicare
As we enter the 2025 Medicare open enrollment period (October 15, 2024, to December 7, 2024), we are helping break down some of the complexities of Medicare.
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
Unraveling the Mysteries of Medicare
As we enter the 2025 Medicare open enrollment period (October 15, 2024, to December 7, 2024), we are helping break down some of the complexities of Medicare.
2024 Year-End Review
As the end of 2024 approaches, now may be a great time to review your current financial status and start developing goals for the new year. Before this year is…
2024 Charitable Giving Strategies
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?”
Strategic Estate Planning Amid Potential Exemption Changes
With the potential changes to estate and gift tax laws on the horizon, high-net-worth individuals, especially business owners considering an exit, may want to start planning now to protect their…
Generosity Spotlight – A Family Journey
Deeply invested in its community, one client family has always prioritized volunteerism and philanthropy. However, as the children entered their teenage years the family began to seek ways to amplify…
Philanthropy Tools and Techniques: Community Foundations
Community foundations receive support from a wide array of donors, including individuals and families, businesses, other charities and foundations, and sometimes government entities. What differentiates a community foundation from other nonprofits is the variety of grantmaking vehicles they employ and that donors may engage with.
Mid-Year Money Matters: Checking Your Financial Pulse
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.
Philanthropy Tools & Techniques: Legacy Letters
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…
Generosity Spotlight – Connor and Sweet Families
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…
Navigating the Complexities of Insurance Premiums and Carrier Profitability
In today’s insurance market, many consumers are increasingly concerned about rising premiums while hearing reports of insurance carriers raking in record profits. This apparent paradox raises questions about the dynamics…
LinkedIn Live Replay: C-Suite Gender Pay Gap – Navigating Compensation, Stress & Family Dynamics
Heather Fortner and Nicole Casperson discuss how harnessing community can help women leaders combat inequalities, improve their well-being and impact lasting change.
Quarterly Investment Webcast: Cutting Through the Noise – April 2024
Tony Welch, Chief Investment Officer at SignatureFD, presents an overview of some economic and market data we believe is worth paying attention to, identifying what data may be most impactful to help you sort through the abundance of information available.
An Unconventional Approach to Retirement Planning for Entrepreneurs and Executives
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…
Marriage & Money: Navigating Conflict and Fostering Financial Harmony
Expert behavioral finance guest Dr. Daniel Crosby joins SignatureFD’s Heather Robertson Fortner, CEO, for a live discussion about the underlying psychology of financial behaviors and the ways couples can strengthen…
Monthly Investment Webcast: Cutting Through the Noise – January 2024
Tony Welch, Chief Investment Officer at SignatureFD, presents an overview of some economic and market data we believe is worth paying attention to, identifying what data may be most impactful to help you sort through the abundance of information available.
Multi-Generational Wealth Challenges: Navigating family dynamics and financial futures
Managing multi-generational wealth can be complex in an era of rapid change and evolving family dynamics. The challenges extend beyond the mere preservation of financial assets; they encompass the delicate…
Monthly Investment Webcast: Cutting Through the Noise – December 2023
In our final investment webcast for the year, Chief Investment Officer Tony Welch will provide a recap for 2023 and share his insights into the potential investment landscape for 2024.
A Guide to Navigating Tax Efficiencies for Business Owners
This comprehensive guide delves into some strategies to minimize tax liabilities, helping business owners retain more of their hard-earned capital.
Philanthropy Tools and Techniques: Donor-Advised Funds vs. Private Foundations
What is the difference between a donor-advised fund and a private foundation, and which one should I use for my charitable giving?
Family-Friendly Volunteer Opportunities for the Holidays
The holiday season is a magical time when families can come together to share warmth, love, and the spirit of giving. Whether you’re reuniting with loved ones from afar, welcoming college students back home, or just enjoying a break from work and school, it’s a perfect moment to foster a sense of togetherness and community engagement.