The Signature Blog

Practical tips and resources on building your ideal life.

Choose a topic you need help with or scroll through the posts below and explore our approach to money and life.

Your Golden Ticket: 6 Ways to Manage Your Credit Score (With Minimum Effort)

Loans applications, debt payments, and interest rates are part of everyday reality for millions of Americans. Whether it’s car payments, student loans, the mortgage on your dream house, or something else, debt is common and sometimes necessary, which is why…

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Lose the Shoebox, Taxes, Tax Preparation, 2020 Taxes, Signature Wealth Strategies Florence SC

Lose the Shoebox: 10 Ways to Set Yourself Up for a Stress-Free Tax Season in 2020 and Beyond

Woo-hoo, your taxes are done! Now you can sit back, shove that grungy shoebox of receipts back under your bed for another year! I mean, you could do that, but that doesn’t mean you should. Are you someone who is…

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Estate Planning, Charitable Giving, Signature Wealth, Florence SC

Leveraging Your Legacy: Structuring Your Charitable Endeavors into Your Estate

  No matter where you are in your journey to retirement, one thing that should still be at the forefront of your mind is your legacy. What kind of charitable impact are you planning to leave behind, not just for…

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retirement, IRA, investing, Signature Wealth Strategies

Finding the IRA Type for You: Nine Comparisons to Put You on the Right Path

There are two common types of individual retirement accounts (IRAs), traditional IRAs and Roth IRAs. Many people often look for one of these plans as a retirement fund. They are both designed to help you save money but in entirely…

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Take Your Financial Future Off Autopilot & Grab The Control Wheel

As the old saying goes: “the best-laid plans of mice and men often go awry.” This adage is true for almost anything that requires planning, which includes your financial future. All too often, clients will figure out an outline of…

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financial education, children, budgeting, Signature Wealth Strategies Florence SC

The Critical Importance of Financial Education at a Young Age (And Why It Isn’t Negotiable)

It is an unfortunate reality that many times, kids do not get adequate (or really any) financial education while in school. However, this is a fundamental survival and life skill that needs to be taught to youth from very early.…

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Signature Wealth Strategies 3 Year Anniversary

Cheers to 3 Groundbreaking Years

From office moves and staffing changes to major client successes and amazing  growth, it has been a fantastic three years for us since starting Signature Wealth Strategies. It doesn’t seem that long ago now, but on February 5th, 2016, our…

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retiring misconceptions

Retiring Misconceptions & Concerns About Your Golden Years

Recently, I ran across a list of frequently asked questions about retirement that I found a little bit alarming. Two of the questions that really struck me centered around whether or not retirement causes depression and whether or not retirement…

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financial divorce

Why You Need a (New) Financial Advisor for Your Divorce

No matter who you are, divorce is an incredibly upsetting and often disruptive and destructive life experience to have to go through. Depending on your situation, there may be so many different facets to your split that it can seem…

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retirement planning signature wealth strategies

Retirement Planning by the Decade

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…

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balance before retirement

Finding Balance Before Retirement

It seems that everywhere you turn today, you hear social leaders and lifestyle coaches proclaiming how you, too, can begin to lead the life you’ve always dreamed of by working hard, investing your funds and practicing frugal habits. All of…

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Christmas, gifts, holiday spending, budget

The 12 Budget Tips of Christmas

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…

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spender vs saver

Financial Mindset & Relationships: Spenders, Savers and Tips for Bridging the Divide

Money management philosophies are not something that is with us inherently from birth. Our feelings around money are often shaped at a young age when we start to have an understanding of the value of money and our perception of…

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estate planning signature wealth strategies

Navigating the 4 Most Common Challenges of Estate Planning

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…

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2018 October-market-update

Market Update October 2018

In the wake of Hurricane Michael’s devastating blow to the Florida panhandle, I took some time to look back over the indicators that I track (for the stock market, not the weather).  The first half of this month has been…

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financial-team-meeting

Does Your Financial Team Communicate and Strategize For You?

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…

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401k Rollovers Signature Wealth Strategies

401K Rollover: Understanding The Truth and Options

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…

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Millennial Money Saving For Retirement

Millennial Money – Why & How to Take the First Step in Saving for Retirement

You’re young, and you just started your first real career job. It feels invigorating and motivating to finally have hit your stride in the professional world and you have your whole career and life in front of you. Even though…

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