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Month: July 2023

4 Steps That May Improve Your Retirement Readiness

Guidance to Strengthen Your Preparations for the Future

Planning for retirement requires meticulous preparation, foresight regarding your finances, and a proactive mindset. Regardless of whether you’re at the beginning of your professional journey or nearing retirement age, it is helpful to take measures that bolster your retirement readiness right now. Through prudent decision-making and the implementation of effective strategies, you may pave the way for retirement years that are filled with greater enjoyment, reduced stress, and enhanced financial security. As you plan for retirement, these four steps may help improve your readiness and steer you toward a successful retirement journey.

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Welcome Abbi Rutledge, Client Service Associate

Join us in welcoming the newest member to the Paces Ferry Wealth Team, Abbi Rutledge!

Paces Ferry Wealth Advisors is excited to announce the newest addition to our team, Abbi Rutledge, who has recently joined us as a Client Service Associate.

Abbi joined the Paces Ferry team in May of 2023, and she serves as Client Service Associate. Abbi received her B.A. in History with a minor in Leadership Development from the University of Florida. During her college years, she became certified to teach English as a Foreign Language while living in Italy and spent a semester studying History and Linguistics at the University of Glasgow. Abbi spent her senior year as a member of the University Scholars Program. In this program, she conducted granted research with the Dean of the College of Liberal Arts and Sciences on the history of Irish Whiskey, with an emphasis on the political and economic impacts it had on the Irish War of Independence.

After graduating in 2020, Abbi went on to become a Lead Stylist and Social Media Manager for a luxury bridal boutique in Minneapolis, MN. Upon her relocation to Atlanta, Abbi found a passion for financial education and became a relationship banker with Truist Bank. During this time, she found a particular interest in financial planning and wealth management.

In her spare time, Abbi enjoys designing and constructing clothing, going to concerts with her husband Josh, and learning new languages.

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.

5 Ways Charitable Giving Could Be Good for You

Discover the Power of Philanthropy

In a world that often seems consumed by self-interest, charitable giving is a beacon of hope that shines bright. While it may appear that the primary beneficiaries of charitable acts are those in need, the truth is that the act of giving itself can bring profound benefits to the giver – and we’re not just talking about tax advantages. Engaging in acts of charity goes beyond the simple act of writing a check or making a donation; it has the power to transform our lives. Here are five ways charitable giving could be good for you, reminding us that compassion has the ability to enrich our own well-being.

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