Month: January 2023

6 Common Mistakes When Selecting a Financial Advisor

Written by Zachary Morris, CFP® on January 12, 2023.

Choosing a financial advisor will have consequences for years to come, so avoid these common mistakes and choose the financial advisor who will best serve your unique needs.

Understanding Retirement Planning Changes in the SECURE Act 2.0

Written by admin on January 11, 2023.

The SECURE Act 2.0 contains more than one hundred provisions impacting retirement planning so learn what the new law means for your retirement savings efforts.

Welcome Nick Sturgis, Associate Wealth Advisor!

Written by Jeff Diamond on January 3, 2023.

With nearly 10 years of experience in the financial services industry, Nick is passionate about financial education and helping investors understand their portfolios. Before joining Paces Ferry Wealth Advisors, Nick served as a consultant to financial advisors for Invesco, John Hancock, and Pacer Financial. Nick is a 2023 Level III candidate in the CFA program.