Posts by Signature Wealth
Retiree in Training
RETIREMENT & LONGEVITY Practice makes perfect when it comes to retirement. Are you ready to retire? Are you sure? Think about it before you say, “Yes!” Most of us really look forward to the idea of well-deserved, unstructured free time. A time to do exactly what we please when we please – spend time with…
Read MoreHave you prepared your personal documents for an emergency?
FAMILY & LIFESTYLE Proactive organization can make insurance claims and other recovery activities easier. Preparing for an unexpected storm or fire can help protect both your personal and financial well-being. Consider these recommendations for protecting important documents and making a swift, safe evacuation. Saving your documents If a fire, hurricane or other natural disaster occurs,…
Read MoreRetirement doesn’t have to mean leaving your career behind
RETIREMENT & LONGEVITY More and more Americans are incorporating work into their retirement years. The traditional image of retirement as a time of purely leisurely pursuits is no longer the norm for many Americans. A growing number of people over the age of 65 are choosing to remain in the workforce for a variety of…
Read More10 things your kids don’t want when you downsize
FAMILY & LIFESTYLE Among the list of least-wanted heirlooms? Fancy dinnerware, dark brown furniture and sewing machines. With spring in the air, now is a popular time to organize and declutter. But if you’re making a list of items for your kids or grandkids to pick up, you might want to establish a backup plan.…
Read MorePay off debt with a plan in mind
FAMILY & LIFESTYLE Strategies for minimizing interest payments and eliminating debt. If you’ve accumulated more credit card debt than you can pay off in a few months, how can you quickly eliminate that debt while minimizing your interest payments? The particular strategy you should follow will depend on many factors, including the total amount of…
Read MoreRefresh and renew your portfolio this spring
RETIREMENT & LONGEVITY Review your cash flow and tend to your RMDs as tax season approaches. Market Closures April 7: Good Friday May 29: Memorial Day Dates To Remember For deadlines that fall on a weekend, action may need to be taken by the preceding weekday. April 18: Tax day – the deadline to file your 2022…
Read MoreRelaunching your career with a returnship
FAMILY & LIFESTYLE These internship-like programs are gaining popularity for women re-entering the workforce. Learn what they’re all about. With more than eight years of experience in project management, business analysis and quality assurance, Richa Chaturvedi decided to trade her work as a scrum master for dedicating her days to raising her children. But, after…
Read MoreHow does SECURE Act 2.0 change saving for retirement?
Washington Policy Analyst Ed Mills outlines key components of the new legislation. The year-end fiscal 2023 government funding bill contained legislation that makes the most significant changes to the U.S. retirement savings system in decades. The SECURE Act 2.0 legislation builds on retirement savings changes passed in 2019 and contains new provisions that further raise…
Read MoreHomes smart enough to save you money
FAMILY & LIFESTYLE When it comes to smart home technologies, there is an abundance of options. Here are some we think are worthy investments. It’s been reported that Oprah Winfrey has a high-tech ski home in Telluride, Colorado, that boasts a radiant heat system that allows her to skip shoveling snow from the driveway. And…
Read MoreThe Fed and the Housing Market
Chief Economist Eugenio J. Alemán discusses current economic conditions. The Federal Reserve Bank (Fed), the central bank of the United States, has a difficult task ahead. The most important objectives of the Fed are: “maximum employment, stable prices, and moderate long-term interest rates in the United States.” In order to do that, the Fed has,…
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