"I've done my Signature Life Plan, I feel very comfortable in my day-to-day and I'm very comfortable with my long-term plan. I'm curious, how do you make the decision of purchasing something considered a practical luxury?" -Client

A lot of people find themselves in the in-between of the day-to-day and their longterm plans.

In this episode, Chip and Jon give their take on when it is okay to indulge responsibly.

"The stock market moved above some key technical levels late in March, quickly rebounding from the Russia-Ukraine based correction. I think the market went from a “flashing red” signal (think of coming to a four-way stop at an intersection) to a “flashing yellow” signal. We no longer have to come to a complete stop before proceeding, but we’d be wise to slow down and look both ways. There is a lot of financial and economic data that is quickly changing, so I think being patient, and buying on stock pullbacks, is wise now."

Signature Wealth Group's Chief Investment Officer, Scott Mitchell, brings us the April 2022 Market Update.

In today's episode, John Chidwick (Senior Wealth Advisor) joins us to discuss working with your kids to establish smart money and wealth-building habits. Don't miss this show if you have a kid or a grandkid... who you'd like to be financially successful one day.

John breaks down how he works with teens, students, and clients' children to build healthy habits early. He meets with young clients to make a plan, review investment strategies, and navigate the apps and tools they can use to stay involved. He believes that when kids are included and are part of the process, they build life-long skills for success.

For example (hypothetically): "If a kid invests $1000 at 20 years old and lets that compound through age 55 - it's nearly impossible for them NOT to become a millionaire. If you teach them to pay themselves first, watch what they spend, and automate their savings now they'll retire at 55 instead of 70. " -John

It's important for our teams at Signature Wealth to be transparent and share honest conversations with our clients and community. In today's episode, Zach Hearne (CFP® and Wealth Advisor) joins us to peel back the layers of the emotions and anxiety that can take hold as you transition into retirement. If you've put together a plan, you can be pretty confident in the financial aspect of your retirement, but the idle time and change of routine can cause uncertainty.

"Your Signature Life starts the day you put a plan in place with your Signature advisor. You don't have to wait until your last paycheck hits - or the day your retirement starts. You can start living the life you want now." - Zach

Where are you? Where do you want to be? How fast do you want to get there? Planning is simply taking the life you currently have (Point A) and drawing a direct line to the life you want (Point B). When identifying exactly where you currently are, be very honest and accurate. Once you're clear on where you stand, you'll measure that against the goals you've established for yourself. You'll notice that there is a growth rate from Point A to Point B. Our goal is to help you invest strategically to help you get from point A to point B with as little uncertainty as possible.

Mike Tyson said, "Everyone has a plan until they get punched in the mouth." Listen to this episode to hear Chip and Jon Tait (CFP®‎, CPFA, and Senior Wealth Advisor) discuss building a plan that can easily adapt when and if you get "punched in the mouth".

At Signature Wealth, we focus on building a life plan for our clients that just happens to be funded by money. Is money an important aspect for a financial advisor and his client, of course. But there's much more to securing a successful financial future than money, so we look at everything.

If you have a vision of the life you want to live, now is the time to make a plan and do it. Our process is simple, and it works - regardless of the circumstances you're facing. The best part is, you don't have to do it alone. We're ready to support you as you define, design, and discover your Signature Life.