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Month: December 2021

Four High-Impact Financial Resolutions for the New Year

How to achieve a more prosperous 2022

Reflecting on the ups and downs of the current year and setting financial resolutions for future goals is a longstanding tradition to usher in the new year. What better area for focused, deliberate improvement than your finances? If you want to turn your finances around or simply experience more prosperity in 2022, you need to keep three key factors in mind: earnings, expenses, and savings.

If you’d like to improve your finances in the new year, consider the four financial resolutions below.

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Zach Morris is Interviewed for Remarkable! Radio Show | Financial Advisors around the Country

Mark Imperial, host of the Remarkable! Radio Show, sits down with Zach Morris, as part of a series spotlighting remarkable financial advisors from around the country. Zach shares why he founded Paces Ferry Wealth Advisors, the importance of the client experience, setting clients up for retirement success, and whether the pandemic has changed financial planning. Zach and Mark discuss why steady hands prevail in any type of environment, and why a full financial plan is more important to clients than simply focusing on a particular level of risk.

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Paces Ferry Wealth Advisors, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”).  This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.

Choosing the Best Retirement Plan for Your Employees

Review the Options to Determine the Best Employer-Sponsored Plan for Your Company

As a small business owner, you understand all the complexities that come with being responsible for not only yourself, your company, and your family – but for your employees, as well. While it’s easy to get bogged down in the day-to-day details of running your business, periodically taking stock of your company’s overall financial health is a great way to ensure that your business is in a position to thrive now – and for years to come. Consider the options, pros, and cons when trying to choose the best retirement plan for your employees.

Each day, you make decisions that affect your business. How can you be sure that you’re keeping the big picture in mind and that each decision you make is a sound choice for your bottom line and long-term business goals? Below we’ll share a simple but effective financial health checklist for your small business.

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