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…
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
Converting to a Roth IRA Now Could Result in More Income Later
Taxes are one of the biggest expenses for many retirees, especially if their retirement savings are in pre-tax accounts such as a 401(k) or IRA. Converting these accounts to a Roth IRA could allow you to reduce your future taxes and provide more flexibility for how — and when — you access your money in retirement.
Shifting Your Money Mindset
One of the biggest fears heard by wealth advisors is the fear of running out of money in retirement. Even among high-net-worth individuals, this is often the primary concern.
LinkedIn Live Replay: Retirement Planning for Entrepreneurs and Executives
Executives and entrepreneurs face unique financial complexities, particularly when planning for the future.
As the ongoing demands of your professional life increasingly take priority, retirement planning can feel like a problem to be addressed later.
Wealth Planning 101: Tips for Designing Your Financial Future
Brought to you by Colin Sturgis, Partner and Wealth Advisor, and Victoria Santini, Planning Associate, this informative webinar is intended to help anyone new to investment planning and financial management learn some basic tips for designing their financial future.
Monthly Investment Webcast: Cutting Through the Noise – August 2023
Tony Welch, Chief Investment Officer at SignatureFD, brings his expertise to sorting through complex economic data.
Monthly Investment Webcast: Cutting Through the Noise – July 2023
Tony Welch, Chief Investment Officer at SignatureFD, brings his expertise to sorting through complex economic data.
Monthly Investment Webcast: Cutting Through the Noise – June 2023
Tony Welch, Chief Investment Officer at SignatureFD, brings his expertise to sorting through complex economic data.
Monthly Investment Webcast: Cutting Through the Noise – May 2023
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.
Signature Women: Summer 2023 Reading List
Looking for some good books for your summer reading list? Check out this curated list featuring a mix of titles that will introduce you to intriguing characters and stimulate your imagination.
Parents: Here are 8 tips on talking money with your children
Teaching children about money and finances can be an essential life skill to set them on the path to financial success. Parents typically play a crucial role in this process, as they are often the first educators on the subject.
4 steps to help ensure a smooth transfer of wealth to the next generation
“What’s my legacy?” Many adults have likely asked themselves this question at some point. It can be rewarding to know we’ve left some imprint on the people around us, so they can continue making a difference in the world when we’re gone.
7 Savings Strategies for Small Businesses in Uncertain Economic Climates
If you’re running a small business, you might feel the pressure of uncertainty in our current economy. Click to read SignatureFD’s article on the topic by Matt Barber.
Heather Robertson Fortner: SignatureFD’s Quest for $10 Billion
When Heather Robertson Fortner became CEO of SignatureFD in 2020, she quickly identified a path to long-term independence in a fast-consolidating industry. “By some back-of-the-napkin math, I knew that if we grew 20% year over year, by the end of 2025 we could be a $10 billion company,” says the North Carolina native. “That feels like legacy.”
Monthly Investment Webcast: Cutting Through the Noise – April 2023
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.
Philanthropy Tools and Techniques: Donor-Advised Funds
You likely want your charitable donations to be as effective as possible when you give. A donor-advised fund (DAF) is a charitable investment account to support the organizations you care about. DAFs are one of the fastest-growing giving vehicles in the United States because they are one of the easiest and most tax-advantageous ways to give to charity.
Generational Storytelling
During the pandemic a group of Emory University researchers wrote, “In times of great stress, stories sustain us.” According to their study, children who know their family stories are more resilient, weather stress better throughout their lives, exhibit more self-esteem, and have higher quality friendships over those who did not know their origin stories.
Estate Planning Basics: Tips for strategic preparation
Crafting a carefully considered estate plan can ensure that asset distribution aligns with both your intended legacy and your beneficiaries’ needs. Additionally, thoughtful estate planning can create tax and investment efficiencies and help guarantee effective execution.
Divorce checklist: Financial tips to help lay the groundwork for a successful outcome
Divorce can be painful, but the financial aftermath doesn’t have to be. When it comes to ending a marriage, a little planning can go a long way in decreasing stress and ensuring financial confidence.
Spring Break Volunteer Opportunities
No matter their interests, your child has plenty of opportunities to get involved in the community and support the causes they care about most.
SignatureFD works with Ronald McDonald House Charities in 2023
At SignatureFD, a core tenet of our values is generosity. We fundamentally believe in giving back to the communities we serve. As part of this year’s plan, we’ve adopted a kitchen at the Atlanta Ronald McDonald House near Egleston/Emory.