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Vet Podcast

Ep #32: Leveraging Technology for Veterinary Practice Success with Nancy Dewitz

In this episode, Nancy Dewitz, a consultant specializing in serving the veterinary community, shares her insights on the transformative role of technology in improving workflows, communication, and patient outcomes. Nancy…
An outline of a family with a red heart and coinsSignatureGENEROSITY

Generosity Spotlight – From Vision to Legacy: Aligning Values with Generosity

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…
A young man smiling, walking through the snow with a box of gifts.SignatureGENEROSITY

Philanthropy Tools and Techniques: Building Holiday Traditions

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…

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

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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Safeguarding Your Identity Against Hack Attacks


Every day, it seems like there’s a new headline about another major corporation suffering a data breach. Hackers have launched sophisticated attacks that have endangered the personal information of millions…

ESTATE PLANNING BASICS: KEY ESTATE PLANNING DOCUMENTS (Part 1/3)


WHY IS ESTATE PLANNING IMPORTANT? If you have assets, you have an estate. And, if you have an estate, you have an estate plan – even if you have not…

Ep #02: Self-Worth Does Not Equal Net Worth with Heather Fortner


In this episode, SignatureFD’s CEO, Heather Fortner, talks about the importance of understanding your beliefs about money.

Are you covered if you’re in an Accident on an E-Scooter?


E-Scooters (Bird, Lime and now Uber Jump) have become a common sight on the road and sidewalks.

How would the average american spend $10 Million?


Survey results revealed that people would think of helping others. SignatureFD worked with a media partner to survey more than 2000 people about what they would do if they suddenly…

The Extra Mile: SignatureFD


  SignatureFD talks about how they give back on The Extra Mile.   

Building a Generosity Blueprint


Oftentimes, generosity is considered an afterthought to financial goals.

Do I Need an Umbrella Insurance Policy?


Did you know that homeowner’s and auto insurance policy limits rarely exceed $500,000? 

SignatureFD’s Kameron Besson Featured in Us News and World Report


It’s essential for both members of a married couple to have at least a working knowledge of household income and bills. Kameron Besson, partner at SignatureFD in Atlanta, says the husband often manages money for the household. “Given that females are living longer, I work a lot with the surviving spouses,” he says. “It’s important that the husband communicate that knowledge and [financial] relationships so the spouse can understand.”

SignatureFD’s Jay Loyd and Maria McCool Interviewed by US News and World Report


SignatureFD’s Jay Loyd and Maria McCool discussed with US News and World Report how to protect your retirement lifestyle after a disaster. Click here to read the article.

Changing the Path to Partnership


Becoming a partner is the end goal for many in the financial advisory field.

Why You May Need a Financial Plan


Imagine that you’re embarking on a long-awaited dream vacation, eagerly anticipating arriving at your destination and enjoying the fun-filled days ahead. However, after enduring the ordeal of passing through security,…

What Every Woman Should Know About Her Finances


In most households, one spouse typically takes the lead in managing the family finances. The other spouse values and appreciates this because they have so many other responsibilities. While there…

Are You Financially Fit?


We all know that we are in charge of taking care of ourselves, whether that means watching out for our health or staying on top of our personal finances. But…

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