The SECURE Act and You: 6 Ways It Impacts the Individual Investor

SECURE Act, Signature Wealth Strategies, Florence, SC

We believe it’s of critical importance that you stay informed of any key changes that may affect your retirement and estate planning – in easy-to-understand language. In alignment with this belief, please feel welcome to review the following information on the SECURE Act, passed in December of 2019.   The SECURE Act is a piece…

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11 Things to Know A Raymond James Donor-Advised Fund

Donor Advised Funds, Investing, Financial Planning, Giving, Charity, Signature Wealth Strategies, Florence, SC

What is a Raymond James Donor-Advised Fund, and why should you learn more about it as we head into the holidays and the most charitable time of the year? It’s important to do your research and know your options when it comes to making donations. Giving to different charities may be a top priority for…

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