Year End Tips with a Side of Gratitude

SWM Leaves slim

November 8, 2019 / Uncategorized

This past month many of our team members attended our national conference where we had the opportunity to connect with industry experts and peers and share some fun time together. Among the highlights at the event each year are the keynote speakers, and it’s often one of the lesser known names that leaves the biggest impression.

This year that big impression came courtesy of Victoria Arlen. She left us with a powerful reminder on gratitude.

As a young teenager Victoria was simultaneously struck by a pair of rare infections that ultimately left her in a vegetative state. After some time she regained consciousness but was completely unable to control any part of her body. No one around her knew it. She could see and hear yet was completely unable to make any signal to the outside world. It’s the kind of thing that nightmares are made of. How should one handle that situation?

Victoria began counting her blessings. “At least I’m still alive!” she recalled from the stage. She kept that positive mindset and eventually emerged from her vegetative state.

She ultimately recovered and went on to win multiple medals as a Paralympic swimmer before regaining her ability to walk. She has even appeared on Dancing With the Stars.

The things we are grateful for can be both big and small. For us at Signature Wealth Management one of the big things we are constantly grateful for is that we get to work with and help wonderful people like you, our clients. We talk to each other all the time about how much we enjoy you, and how great life is that we get to spend our days working with you.

So if we haven’t said it to you lately, Thank You! Thank you for the trust that you place in us and for being the wonderful people you are.

If you would like to see more of Victoria’s story you can check it out here.

Pictures with Santa

Getting your picture taken with Santa is a time-honored tradition that involves standing in line for far too long, then either taking a picture with your phone or shelling out a pretty penny for the professional photo.

This year we’re bringing Santa to our St. Louis Park office. Join us for some holiday snacks and get your picture with Santa. Professional photos will be available to download at no cost following the event.

This will be a fun event for family and friends as well! RSVP’s are appreciated so we can adequately plan our refreshments.

Saturday, November 30, 2019
Open House
9:00 AM to 12:00 PM
Park Place East (lobby)
5775 Wayzata Blvd
St. Louis Park, MN 55416
More details on events page

Important Year End Updates

Top Year-End Investment Tips

Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But taking a little time out from the holiday chores to make some strategic saving and investing decisions before December 31 can affect not only your long-term ability to meet your financial goals but also the amount of taxes you’ll owe next April.(read more…)

Contribution Limits Increasing in 2020

A number of key retirement plan contribution limits are going up in 2020. Here are a few of the highlights:

  • 401(k)’s will allow you to put away $19,500 (up from $19,000 in 2019)
  • 401(k) Catch-Up contributions increase to $6,500 (up from $6,000 in 2019)
  • SEP IRA’s and Solo 401(k)’s increase to a maximum of $57,000 (up from $56,000)
  • IRA/Roth IRA contribution limits will stay unchanged at $6,000

Click here for a more comprehensive list via Forbes

Market Update

Many economists are predicting lower overall investment returns moving forward. If you’re looking to get some perspective on today’s market, here’s a quick read from JP Morgan’s David Kelly.

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