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
Corporate Transparency Act Reporting Rule Overview
With reporting requirements in full effect, SignatureFD is poised help elevate your understanding of the Corporate Transparency Act.
Creating Your Legacy: Critical Questions to Answer When Drafting Your Buy-Sell Agreement
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?
2022 Charitable Giving Strategies
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.
SignatureFD’s Matt Barber Pens Article for Entrepreneur Magazine
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.
SignatureFD Gives Back
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.
2022 Elder Care Planning Summit
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 CEO focuses on ‘net worthwhile’ amid high inflation, stock market volatility
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.
Creating Your Legacy: Critical Questions to Answer When Drafting Your Buy-Sell Agreement
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?
EXECUTIVE INSIGHTS: Tips to avoid tax traps in your company’s sale or IPO
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.
Elder Care Checklist
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.
5 Emotional Intelligence Tools You Need to Lead Effectively
It’s important that leaders have an “emotional intelligence toolbox” to pull from, so they can support their team while also keeping themselves grounded and healthy amidst it all. As a leader, these are my five go-to tools for personal and professional situations.
What Comes After the Glass Ceiling Is Broken
What Comes After the Glass Ceiling Is Broken: 5 strategies for fulfilling the duty leaders have to women and people of color
SignatureFD Celebrates Giving Tuesday
You are undoubtedly familiar with Black Friday and Cyber Monday, but have you heard of Giving Tuesday? Created in 2012 at the 92nd Street Y and its Belfer Center for Innovation & Social Impact…
Holistic Wealth Management with Heather Fortner
SignatureFD’s CEO Heather Robertson Fortner talks about SignatureFD’s brand promise Net Worthwhile and how it helps connect the pieces of wealth, so they can work more intentionally.
Empower to In Power #7: Changing Lives by Providing Shelter with Lisa Gordon
Lisa Gordon, CPA, is President and Chief Executive Officer of Atlanta Habitat for Humanity, one of the top 10 Habitat for Humanity International affiliates in the United States. She is…
Unraveling the Mysteries of Medicare
As we enter the 2024 Medicare open enrollment period (October 15, 2023, to December 7, 2023), we are helping break down some of the complexities of Medicare.
Short and Long-Term Cash Investing Strategies
So, you’ve got some extra cash, and you want to leverage it in a way that can support you in growing, protecting, giving, and living your wealth to the fullest.
SignatureFD Introduces #SignatureStories
We are pleased to introduce SignatureStories, a video series of people discussing their journey of wealth, happiness and ultimately, their NET WORTHWHILE®. Please Note: No portion of the video content…
Understanding Liability Coverage for E-Bike Operations Under Homeowner’s Insurance
E-bikes have become a common mode of transportation in urban areas, often used on public roads. However, a misconception persists among e-bike owners regarding liability coverage under their homeowner’s insurance policy.
Investment Options with Private Placement Insurance
Private Placement Insurance (PPI) vehicles have steadily gotten more attention in the high-net-worth space over the past few decades.