I’ve been reading a book called, “The Road Less Stupid” by Keith J. Cunningham and the title of this blog is taken from one of his chapters. When I turned the page and saw those words, I had to stop for a minute to process how the words made me feel. I don’t like the…

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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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  January not only marks the beginning of a new year (or sometimes even a whole new decade), but also starts a season of feverish paperwork gathering and appointment setting in preparation for the quickly approaching tax filing deadlines. Curious what the markets have been up to so far this year? Please feel welcome to…

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

What are Donor-Advised Funds, 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 you either personally…

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Work in Retirement, Signature Wealth Strategies Florence, SC

For many older workers, the prospect of retirement is lurking just around the corner, but there may be options, like part-time work, that you haven’t seriously considered. Maybe you’re excited about finally being able to have more time to accomplish things. Perhaps you’re scared about what to expect financially. Whatever your feelings about retirement, it’s…

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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 this is geared towards the goal of retiring at a previously unheard of age. Examples…

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estate planning signature wealth strategies

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 a dramatic impact on future relationships with your loved ones. For example, parents want to…

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financial-team-meeting

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 you need on your side and the value they bring. Even if you have an…

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