Latest Industry Insights

2025 charitable giving strategies for year end planningPlanning

The New Era of Giving: Strategic Charitable Planning Post-OBBBA

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.
A hand is holding a dollar bill folded into a heart and putting it into a piggy bankNET WORTHWHILE

Donor-Advised Funds: A Giving Tool with Strategic Benefits

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.
An outline of a family with a red heart and coinsSignatureGENEROSITY

2025 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 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®.

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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®.

DOWNLOAD NOW

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The Extra Mile: SignatureFD


  SignatureFD talks about how they give back on The Extra Mile.   

Building a Generosity Blueprint


Oftentimes, generosity is considered an afterthought to financial goals.

Do I Need an Umbrella Insurance Policy?


Did you know that homeowner’s and auto insurance policy limits rarely exceed $500,000? 

SignatureFD’s Kameron Besson Featured in Us News and World Report


It’s essential for both members of a married couple to have at least a working knowledge of household income and bills. Kameron Besson, partner at SignatureFD in Atlanta, says the husband often manages money for the household. “Given that females are living longer, I work a lot with the surviving spouses,” he says. “It’s important that the husband communicate that knowledge and [financial] relationships so the spouse can understand.”

SignatureFD’s Jay Loyd and Maria McCool Interviewed by US News and World Report


SignatureFD’s Jay Loyd and Maria McCool discussed with US News and World Report how to protect your retirement lifestyle after a disaster. Click here to read the article.

Changing the Path to Partnership


Becoming a partner is the end goal for many in the financial advisory field.

Why You May Need a Financial Plan


Imagine that you’re embarking on a long-awaited dream vacation, eagerly anticipating arriving at your destination and enjoying the fun-filled days ahead. However, after enduring the ordeal of passing through security,…

What Every Woman Should Know About Her Finances


In most households, one spouse typically takes the lead in managing the family finances. The other spouse values and appreciates this because they have so many other responsibilities. While there…

Are You Financially Fit?


We all know that we are in charge of taking care of ourselves, whether that means watching out for our health or staying on top of our personal finances. But…

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