Posts by Signature Wealth
The Essential Checklist for Selling Your Business
Congratulations! The due diligence is done, and you and the buyer are satisfied with the deal. You’re getting ready to schedule a closing date where you and the buyer, along with your advisors and other professionals, will dot the i’s and cross the t’s. So what should you expect before crossing the finish line? Be…
Read MoreWhen It Comes Time To Claim Social Security, Do You Know All of Your Options?
You know Social Security and retirement go hand in hand, but do you realize just how important it is to make the right claiming decisions? One Social Security misstep could leave you missing out on hundreds of thousands of dollars over a lifetime. That’s why it’s time to start thinking seriously about Social Security and…
Read MoreSignature Wealth Strategies Celebrates 5 Years of Expansion across the Southeast
Florence, South Carolina, February 5, 2021 — Signature Wealth Strategies (SWS) is marking its fifth anniversary this week by recognizing the dedicated service of its employees and branch offices and by taking time to reflect on the massive growth that the company has experienced since its inception in 2017. Formed with one goal in mind-…
Read MoreTax Planning: Laying the Groundwork for Tax Season
Smart moves at the beginning of tax season can help get your financial house in order. Contrary to popular belief, tax planning isn’t limited to the months between year-end and April 15. In fact, smart tax planning goes beyond deductions and credits and should be incorporated throughout the year. As Americans prepare to file their…
Read More2020 Charitable Giving Guide
Giving builds positive change in people. It can also help lower your tax bill. Giving creates positive change in people and communities. It sustains a multitude of worthwhile organizations. It launches innovative new programs and services. Plus, it makes us feel good and is a cause for celebration. At year-end, when family get-togethers and exchanging…
Read MoreThe Top 7 Social Security Myths (and How To Get the Most from Your Hard-Earned Benefits)
Social Security seems simple. But this retirement benefit is in fact quite nuanced, with many variables to consider–including when to start collecting, how to maximize your benefit, and what to do if you choose to go back to work. Here, we shine some light on common Social Security misconceptions to help get the most from…
Read MoreWhy Rethinking Retirement Can Lead to a Healthier and Happier Life
Picture this… what’s the first thing that enters your mind with these words? Flower Friend Retirement Music Anyone can quickly imagine a flower, a friend or music. But, retirement? What does retirement look like? Most of us think about retirement as “life after 65”, having taken a nice, clean, dramatic transition from the grind of…
Read MoreCarla Souther Hauser Financial Services Joins Signature Wealth
Florence, SC – Signature Wealth Group (an independent organization aligned with Raymond James Financial Services, Inc., member FINRA/SIPC) has opened an additional office in North Wilkesboro, North Carolina that specializes in assisting long-term investors in creating comprehensive financial strategies. In early March 2020, Signature completed the latest addition to their continually expanding footprint when they affiliated…
Read More[ Podcast ] Seasons of Uncertainty, Side Hustle Advice, and a Real-life Approach to Retirement Planning, with Wes Gay
Join Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews Wes Gay, CEO and Chief Guide of Wayfinder, a StoryBrand Certified Agency. Wes believes clarity is king. With it, he helps organizations reach more customers, grow their sales, and align teams around their mission. He’s a writer, contributor…
Read More[ Podcast ] Consulting in Retirement, When Leaving the Workforce Doesn’t Mean Quitting Work, With Gary England
Join Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews Gary England, General Counsel and Human Resources Consultant. Gary considers himself “an HR guy who went to law school”, rather than a lawyer who sometimes focuses or specializes in Human Resources. Gary’s focus his entire career…
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