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®.
If you are a sports fan, then the concept of “More than an Athlete” probably isn’t new to you. An increasing number of professional athletes have leveraged their platform, influence,…
Is it possible you paid tax twice on your equity compensation and did not know it? If your CPA was calculating your tax liability of the 1099-B provided by the brokerage firm administering your equity compensation plan, the answer is yes.
We asked random strangers in Piedmont Park (Atlanta, GA), “What’s your Net Worthwhile?” Watch our latest video to see how they answered.
In part 2 of this three part blog series, we will cover how these documents work to help transfer assets.
In this three-part blog series, we answered the questions of why an estate plan is important and what key pieces are necessary to create an effective plan. We learned how…
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…
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…
In this episode, SignatureFD’s CEO, Heather Fortner, talks about the importance of understanding your beliefs about money.
E-Scooters (Bird, Lime and now Uber Jump) have become a common sight on the road and sidewalks.
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…
Oftentimes, generosity is considered an afterthought to financial goals.
Did you know that homeowner’s and auto insurance policy limits rarely exceed $500,000?
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 discussed with US News and World Report how to protect your retirement lifestyle after a disaster. Click here to read the article.
Becoming a partner is the end goal for many in the financial advisory field.
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,…
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…
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…
