Author: Jeff Diamond, AIF®

Saving for Retirement as a Solopreneur: Strategies to Know

Written by Jeff Diamond, AIF® on June 5, 2023.

It’s helpful to consider your long-term financial future through solopreneur retirement planning efforts.

Solopreneur retirement planning will look a bit different for each business owner, so read on to learn your options for saving for the future.

Small Business Retirement Plan Consulting: Learn the Benefits of Professional Guidance

Written by Jeff Diamond, AIF® on May 5, 2023.

Learn about the various ways that professional small business retirement plan consulting can benefit your company.

A wealth transfer plan can be a helpful tool in leaving assets to your loved ones and preparing your heirs for the practical and emotional aspects involved.

Is a Roth Conversion Right for You?

Written by Jeff Diamond, AIF® on April 10, 2023.

Learn about the key factors that will help determine if a Roth conversion is right for you and your retirement plans.

Before deciding if a Roth conversion is right for you, there are some key factors to consider such as how it may impact your current and future tax strategy.

Small Business Owner Retirement Savings Strategies

Written by Jeff Diamond, AIF® on March 22, 2023.

Discover our small business owner retirement savings strategies to help make the most of your savings and secure your financial future.

Retirement Planning Basics: What We Believe are the Most Important Aspects of a Retirement Plan

Written by Jeff Diamond, AIF® on March 6, 2023.

Strategizing for these retirement planning basics may help you prepare for financial security in retirement.

As you consider your financial future, these retirement planning basics may help you maintain peace of mind and enjoy financial security.

Should You Consider a Roth Conversion as You Approach Retirement?

Written by Jeff Diamond, AIF® on February 6, 2023.

As you near retirement, a Roth conversion may be a strategic tax-savvy move to make, especially if you expect to be in a higher tax bracket in the future.

Welcome Nick Sturgis, Associate Wealth Advisor!

Written by Jeff Diamond, AIF® 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.