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Month: January 2020

So, You’ve Inherited Money – Now What?

If you’ve been lucky enough to inherit a large sum of money, you probably experienced a flurry of emotions, including excitement at the possibilities it opens up for you and your family. However, once the initial elation wears off, it’s common to feel a bit of trepidation and confusion about how to properly manage your new fortune, especially if you don’t consider yourself particularly savvy when it comes to money.

Luckily, you don’t have to be a finance expert to make your inheritance last. Read on for six simple tips to help you make the most of your newfound financial freedom.

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Connor Jabs Promoted to Associate Wealth Advisor

We are pleased to announce the next step in the career path for one of our team members.  Please join us in congratulating Connor Jabs on his promotion to Associate Wealth Advisor. From day one, Connor exhibited an incredible commitment to client service and understanding of the Paces Ferry Wealth Advisors’ mission.  Connor continues to develop his knowledge of financial planning and investment management.  Thank you for your continued trust in the Paces Ferry Wealth team.of

Understanding the SECURE Act and How it Could Affect Your Retirement

Learn more about the sweeping legislation designed to fight America’s retirement savings crisis

In May 2019, the U.S. House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act, commonly called the SECURE Act. Designed to help tackle our country’s growing retirement savings crisis, the far-reaching legislation spent months tied up in the Senate. On December 19, 2019, it passed the Senate with a 71 to 23 majority.

Let’s take a look at a few standout provisions of the legislation and discuss what they could mean for you.

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Atlanta, GA 30339

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PACES FERRY WEALTH ADVISORS IS A REGISTERED INVESTMENT ADVISOR WITH THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION. Registration does not imply any level of skill or training. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.