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®.
“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.
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.
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.”
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.
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.
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.
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 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.
No matter their interests, your child has plenty of opportunities to get involved in the community and support the causes they care about most.
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.
With reporting requirements in full effect, SignatureFD is poised help elevate your understanding of the Corporate Transparency Act.
So, you’ve done it. Your lifelong dream of being a business owner is now a reality. You’re running a successful company. But have you considered what happens when you’re ready to retire?
As the end of 2022 approaches, charitable giving may be at the forefront of your year-end planning. Before donating, it is important to review the increased standard deduction thresholds to gift in a tax-efficient manner.
While it may seem like a far-off reality, legacy planning for the business you’ve worked hard to build is an essential ingredient in running a successful business for the long haul. Here are some of the key questions to consider when creating your buy-sell agreement.
At SignatureFD, GIVE is one of the four investment pillars we’ve identified that help us approach wealth management from a holistic perspective. Generosity is a core value at our firm, and we are proud to support organizations that help our areas thrive.
The process of elder care planning can feel overwhelming without guidance from experts in the field who have your best interest in mind. Tune in to hear from the best and learn what documents should be in place, what Medicare covers, how to manage care options, and how to begin end-of-life planning.
SignatureFD’s CEO Heather Fortner sat down with Atlanta Business Chronicle’s Crystal Edmonson for the “On Leadership with Atlanta Business Chronicle” podcast to discuss how SignatureFD works with clients for Net Worthwhile.
So, you’ve done it. Your lifelong dream of being a business owner is now a reality. You’re running a successful company. But have you considered what happens when you’re ready to retire?
When a company is being purchased or going through an initial public offering, executives and employees receiving equity compensation should understand how their shares will be handled before, during, and after the transaction. It is not always what you think, and mistakes can be costly.
In addition to raising children and getting them prepared for the adult world, a lot of us are also dealing with (or starting to deal with) caring for aging parents.
