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®.
SignatureFD’s Blair Cunningham and Elizabeth Burdette recently joined Frazier & Deeter’s “Business Beat” radio show to discuss our philosophy that net worth involves more than money, but also purpose, generosity,…
First, let’s be clear about what mentoring is. It’s a process for the informal transmission of knowledge, social capital, and the psychosocial support perceived by the recipient as relevant to work,…
Section 83 of the IRS tax code governs the timing and amount of compensation income that is taxable to a taxpayer. This section is essential to executives as they have…
As a top executive in your company, your salary package includes both a base salary and deferred compensation, which is compensation that is set aside to be paid later. There are two types of deferred compensation: qualified deferred compensation (QDC) and non-qualified deferred compensation (NQDC). Below are a few things it can be helpful to be mindful of with the different types of deferred compensation.
If you are a sports fan, then the concept of “More than an Athlete” probably isn’t new to you. An increasing number of professional athletes have leveraged their platform, influence,…
Is it possible you paid tax twice on your equity compensation and did not know it? If your CPA was calculating your tax liability of the 1099-B provided by the brokerage firm administering your equity compensation plan, the answer is yes.
We asked random strangers in Piedmont Park (Atlanta, GA), “What’s your Net Worthwhile?” Watch our latest video to see how they answered.
In part 2 of this three part blog series, we will cover how these documents work to help transfer assets.
In this three-part blog series, we answered the questions of why an estate plan is important and what key pieces are necessary to create an effective plan. We learned how…
Every day, it seems like there’s a new headline about another major corporation suffering a data breach. Hackers have launched sophisticated attacks that have endangered the personal information of millions…
WHY IS ESTATE PLANNING IMPORTANT? If you have assets, you have an estate. And, if you have an estate, you have an estate plan – even if you have not…
In this episode, SignatureFD’s CEO, Heather Fortner, talks about the importance of understanding your beliefs about money.
E-Scooters (Bird, Lime and now Uber Jump) have become a common sight on the road and sidewalks.
Survey results revealed that people would think of helping others. SignatureFD worked with a media partner to survey more than 2000 people about what they would do if they suddenly…
