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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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.

Beyond the Numbers: 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

Beyond the Balance Sheet: Discovering What Wealth Really Means to You


In the world of high achievement, we often find ourselves caught in a cycle of metrics. Revenue targets. Portfolio growth. Net worth calculations. While these numbers tell an important story,…

Money Memoirs: Ways Your Financial Past Shapes Your Future Decisions


Discover how your early money memories shape your current financial decisions. Learn to identify your money scripts and transform limiting beliefs into intentional wealth strategies.

Balancing Business, Family, and Finances: The Atlanta Small Business Owner’s Guide to Retirement Planning


Discover retirement planning insights and considerations for Atlanta business owners, from cash balance plans to succession strategies that balance business demands with family priorities.

The Value of Tax Diversification


As you think about your savings, investment choices and market performance tend to dominate financial discussions; however, how and where you hold your money can also have a significant impact…

You Matter Too: A Checklist for Prioritizing Yourself as You Care for Others


High-performing professionals: learn to prioritize yourself with practical checklists from Atlanta wealth management experts about balancing work, family, finances, and self-care.

Staying Steady in an Uncertain Market: 4 Ways to Check Portfolio Diversification


Diversification may trigger a fear of missing out on short-term gains, but it can ultimately protect your portfolio from emotionally driven decisions to pull out of investments during inevitable market corrections, which can cause long-term damage to your financial growth.

Caught in the Middle: Six Tips for the Sandwich Generation


Learn strategies for managing aging parents’ care while raising financially responsible kids. Get practical tips about legal planning, family discussions, and teaching money values.

Philanthropy Tools and Techniques: Giving Circles


Are you looking for a way to make your charitable giving more engaging, impactful, and even fun? Consider joining a giving circle, a dynamic approach to philanthropy that brings together...

Honoring a Legacy: The Bill Simpson Foundation’s Net Worthwhile® Journey


Founded in 2021 to honor the life and legacy of Bill Simpson, the Bill Simpson Foundation is dedicated to continuing his pioneering spirit by supporting causes that align with his...

The Caregiver’s Financial Roadmap: Protecting Your Retirement While Supporting Loved Ones


Learn how to protect your retirement while caring for loved ones. Discover practical strategies for managing caregiving costs and maintaining financial security without compromising your future.

The Executive’s Dilemma: Finding Balance Between Wealth Building and Personal Connections in Atlanta


High-performing Atlanta executives often feel isolated despite success. Learn how building connections can enhance your career, health, and true wealth.

Generosity Spotlight: Aligning Values with Vision and Legacy


Even experienced donors can benefit from a fresh look at their giving to help envision greater impact, efficiency, and meaning. SignatureFD clients Annie and Nick Shreiber, lifelong philanthropists, have long...

Philanthropy Tools: Building Holiday Traditions – SignatureFD


For many of us, the holiday season is also the season of generosity - a time to reflect on the causes we care about and the legacy we hope to...

Webinar Recording: Polls, Policies & Portfolios


On October 24, 2024, international economic expert Michelle Caruso-Cabrera joined SignatureFD chief investment officer Tony Welch and chief advisory officer Tim Maurer for a panel discussion aimed at illuminating the…

Advisor Spotlight: Colin Sturgis, CFP®


Helping Families Grow, Protect, Give, and Live with Purpose At SignatureFD, we pride ourselves on having a team of dedicated professionals who work to understand the intricacies of financial planning…

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.

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