Blog - Page 2 of 2 - Signature Wealth Strategies

Who, Where, What, When it Comes to Estate Giving

Have you decided who will receive what from your estate and when they will receive it? This process can be typically difficult and comfortable. Many ask the questions: Do you decide based off of who wants what? Or who deserves what? Or which family member is prepared and able to handle? Continue reading for a…

Seek Your Benefits and Contributions This Upcoming Season

2022 is right around the corner, so it’s time to begin fine-tuning your contributions to retirement and health accounts. Tax season is about to jump start, it’s in your best interest to begin preparing for tax filing. The key to being successful is by knowing your dates: Winter 2022 Market Closures Jan. 17: Martin Luther King…

Can Opportunity and Tax Season Go Hand in Hand?

Although many dread filing for taxes, did you know that tax season can actually be a period of new possibilities? It is all about perspective, think about how you can make the most out of your refund or how you will settle your bill. What to do with your refund? There are endless possibilities to…

Creating Meaningful Family Legacies

Family is who we are. Have you ever thought of traditional legacy planning? This is the type of planning in our life to ensure that there are financial resources and a set plan to leave our loved ones. The objective is, the best legacy plans focus on here and now. Ask yourself: how have you…

Tax Tips for Business Owners

As the year comes to an end, its about time to start thinking about your taxes. Taxes are a burden but take advantage of the opportunities to learn some tax-saving tactics. This will not only help you personally but help your business. Taxes are complex and every changing so it’s a good idea to reach…

Document Security

You never know what life will throw at you. Your documents may be unsafe where they are. Will your documents survive a flood or fire? Not only do your documents need to be safe, but they also need to be updated and organized. We can help you! Digital versus paper We all have a safe…

Inheritance & Estate Giving Tips

Worried about your kids’ financial future? Here are some tips on leaving inheritance and how to do it the right and safest way. You may be reluctant to have estate conversations with your kids and family members, but they need to be had when it is concerning other’s futures. It is a tricky topic, but…

Discovering the ‘New’ Normal Again

During this past year and a half, I think we can all agree that we have been infected with the “post-quarantine” awkwardness of getting out and waking up your social life again. There has been an increased rate of depression, anxiety, loneliness, and poorly taken care of relationships all resulting of the aftermath of the…

Medicare Enrollment & Retirement Planning

Around this time is the opening of enrollment of Medicare. It is important to understand if you are getting the best ‘bang for your buck’! It may be time for a revaluation of your particular needs. Here are some key tips to keep in mind this upcoming season. Past needs compared to present needs. How…

Raymond James welcomes $115 million advisor in High Point, North Carolina

ST. PETERSBURG, Fla. – Raymond James welcomed experienced financial advisor Matt Thiel in High Point, North Carolina, to Raymond James Financial Services, Inc. (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast regional director for RJFS. Thiel joins Raymond James from Wells Fargo Advisors, where he previously managed approximately $115 million…