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.
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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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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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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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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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 – 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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Millennial Money – Student Loan Debt & Your Financial Future
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…
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Market Update July 2018
For as many headlines as there have been recently, whether it be tariffs, or Brexit, or tweets, not much has changed in my opinion of the stock market. The market seems very range-bound, reinforcing my belief that the summer could…
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Debt and Stress: Manage, Reduce and Eliminate Debt-Related Anxiety
Have you ever felt stressed? Of course, most of us have felt stress at some point in our life, if not on a more regular basis. Have you ever felt stress due to your money? Think about it for a…
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The Time Tested 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…
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Market Update June 2018
Happy summer! Many of us take time off over the next few months, and the stock market often seems to do the same.It wouldn’t surprise me at all if the S&P 500 is about the same value on Labor Day…
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Life Planning – Preparing for Your Lifestyle as a Retiree
When it comes to retirement, you’ve likely squared away the financial side of things. Saving up for your nest egg is one of the most crucial things you can do to ensure that you’ll live your golden years in comfort…
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Retirement Secrets to Improve Health and Happiness
Retiring and staying retired ranks high on working American’s list of priorities. Our endgame is retirement – the faster we get there, the better. Retirement makes life worth living, right? We dream of doing all the things we want to do and…
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Market Update May 2018
After the steady upward trend of 2017, this year has felt like a real roller coaster ride. We’ve been bouncing between the 2600-2800 level on that index for a while, with the exception of the quick run up in January,…
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Retirement Insurance Options
As you begin to understand the expense of healthcare in retirement it is important to understand your retirement insurance options. One or more of these options may appeal to your anticipated health needs and budget. Talking with a professional offers…
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Market Update April 2018
With the return of volatility to investment markets, I thought I’d give you a brief update on what I am looking at and looking for. According to Mike Gibbs, Director of Portfolio and Technical Strategy at Raymond James: “Since the S&P…
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Greenville Retirement Advisors – Do you have enough to retire?
Our Greenville Retirement Advisors give you some actionable steps to plan for a comfortable retirement. Determining What You Have & What You’ll Need Do you have enough to retire? It’s a hard question to answer. You’ve been saving all…
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Baby Boomer’s Guide to Healthcare in Retirement
Make no mistake, your healthcare in retirement is one of the most important parts of your retirement planning. Now is the time to start gauging how much money you need. The front lines of the baby boomer generation have already…
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