Posts by Signature Wealth

The 12 Budget Tips of Christmas

Christmas, gifts, holiday spending, budget

Does the thought of making it through the holiday season give you a little anxiety about your budget? You’re not alone. Spending has become synonymous with the Christmas and holiday season. According to a report from USA Today, retail store sales in the United States rose over 4.9% in the holiday season of 2017, which…

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Retirement Planning by the Decade

Retirement, Planning, Signature Wealth Strategies Florence SC

No matter how old you are, it’s never too early to start planning for retirement. Pretty much as soon as you start working and earning money, you should be thinking about how you’re going to be saving for when you retire. Typically speaking, however, most people don’t really begin planning until they are well into…

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Navigating the 4 Most Common Challenges of Estate Planning

estate planning signature wealth strategies

Perhaps the biggest challenge of estate planning is that there is not a one-size-fits-all template to follow. For estate planning to be effective, it is important to tailor a family’s plan. Every family is different, and estate planning can have a dramatic impact on future relationships with your loved ones. For example, parents want to…

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Does Your Financial Team Communicate and Strategize For You?

financial-team-meeting

So you have a financial advisor? How about an accountant? Also, an attorney, right? Of course, you have a trusted insurance agent? If you said no to any of these questions, it’s time to explore and understand what professional services you need on your side and the value they bring. Even if you have an…

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401K Rollover: Understanding The Truth and Options

401k Rollovers Signature Wealth Strategies

A 401k is, by definition, a retirement plan sponsored by your employer. These plans are designed to encourage employees to put away a portion of their earning for their retirement. Many 401K plans even offer an amount of percentage match of contribution, at the discretion of the employer. There are annual limits set each year…

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Millennial Money – Student Loan Debt & Your Financial Future

Millennial Money-Student Loans

The desire for a career with passion and opportunity as well as a higher future earning potential is often the driving force behind attending college for most students. Unfortunately, with the rising costs of colleges far outpacing inflation, the desire to attend school and the often daunting student loan debt associated with college can often…

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The Time Tested 7 Step Custom Financial Planning Process

financial-plan-reports 7 Step Custom Financial Planning Process

Plan your future with confidence alongside a concierge-level Signature Wealth Advisor. Retirement can be a stressful time for a lot of people, mainly because it can be difficult to ensure that you are sufficiently prepared with your finances. Because your needs can change during your golden years, it’s essential that you have a plan that…

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