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
Philanthropy Tools & Techniques: Charitable Remainder Trusts
Learn how you can incorporate your philanthropic goals in your financial planning with a Charitable Remainder Trust.
Inspiring Stories of Generosity
Many individuals and families aspire to create a legacy of generosity and giving back to the community. With the guidance of SignatureFD’s SignatureGENEROSITY team, many clients and their families have embarked on their own journeys of generosity.
Generosity Spotlight – Nonprofit Clients
SignatureFD’s commitment to the nonprofit community extends beyond our team’s significant volunteer efforts and financial support. We are also honored to partner with several nonprofit organizations as clients, whom we serve with the same level of care in investment management and financial planning as our individual and family clients.
Generosity Spotlight November 2023 – John Lert
Since joining the Firm in 2019, our SignatureGENEROSITY team, has worked with dozens of clients to create their own personalized Generosity Blueprints and create meaningful impact in their communities. One client, in particular, has engaged in an especially inspiring journey of generosity.
2023 Year-End Review
As the end of 2023 approaches, we believe now is a great time to review your current financial status and start developing goals for the new year.
2023 Charitable Giving Strategies
As the end of 2023 approaches, charitable giving may be at the forefront of your year-end planning. We’ve identified three key elements we believe are crucial to philanthropic strategies, allowing donors to navigate tax complexities, maximize their charitable contributions, and help ensure a brighter future for the causes they hold dear.
Monthly Investment Webcast: Cutting Through the Noise – October 2023
Tony Welch, Chief Investment Officer at SignatureFD, brings his expertise this month to cover the fundamentals, stock market and the economy.
Monthly Investment Webcast: Cutting Through the Noise – September 2023
Tony Welch, Chief Investment Officer at SignatureFD, brings his expertise to sorting through complex economic data.
Embracing the future: A checklist for nurturing the well-being of aging individuals
As individuals age, it becomes increasingly important to establish a solid framework that ensures their physical, emotional and financial needs are met. In addition to caring for your aging loved ones, it’s important to recognize the significance of planning for your future as well.
Unlocking the power of private placement life insurance in your broader wealth management strategy
In the complex world of wealth management, private placement life insurance (PPLI) stands out for many as an innovative and effective solution specifically tailored for high-net-worth individuals.
7 retirement savings options for small business owners
Retirement savings plans are crucial for small business owners. Choosing the right option starts with understanding what each type of plan offers and how much you can save.
Why private placement life insurance might be the hidden gem of wealth management
Your financial success story reflects the effectiveness of their advice and strategies. However, a robust wealth management tool might have eluded your team’s attention and yours — private placement life insurance (PPLI).
Generosity Spotlight – August 2023
At SignatureFD, we are committed to helping our clients discover and pursue their Net Worthwhile®. As part of that commitment, we partner with clients and their families to explore ways to align their values and passions with their unique resources to connect and give back to the causes they care about.
Generosity Spotlight – May 2023
Since joining the Firm in 2019, our Director of Giving, Elizabeth Burdette, has worked with dozens of clients to create their own personalized Generosity Blueprints and create meaningful impact in their communities. One client has engaged in an especially inspiring journey of generosity.
Leaving a Legacy: How Life Insurance Can Empower Charitable Giving
Discover the power of life insurance in enabling impactful charitable giving. Explore how life insurance can provide financial support for philanthropic endeavors and leave a lasting legacy. Maximize your ability to make a difference with strategic life insurance planning.
Unmasking the Hidden Gem of Wealth Management: Why PPLI Might Have Escaped Your Radar
As a high-net-worth individual, you’ve likely harnessed the expertise of a top-tier team of advisors who have deftly navigated the maze of wealth management for you. Your financial success story reflects the effectiveness of their advice and strategies.
Heather Fortner Shares Her Journey, Lessons and Advice on Making it to the C-Suite
The CEO of SignatureFD discusses the importance of understanding people’s motivations, the evolution of a firm’s messaging and why inclusion is key to a positive culture.
How to Maximize Your Impact With Strategic Philanthropy Tools
You can ensure your philanthropy aligns with your personal goals by using a tax-smart, donor-advised fund, one of the easiest tools for giving. Here’s how it works.
Til debt do us part: 5 strategies to reduce financial friction with your spouse and disagree better
Communicating well during money fights simply takes practice
A Simple Framework For Activating Your Wealth
Across the financial landscape, virtually all attention is paid to attaining and sustaining wealth. What about activating it for a better life?