Financial Checklist: How to Prepare for the New Year
Use this financial checklist routine to start the new year strong and improve your financial health for the future
Author: Zachary Morris, CFP®
Having traveled to over 35 countries, Zach is a believer in Ralph Waldo Emerson’s statement that Life is about the journey, not the destination. Being a CERTIFIED FINANCIAL PLANNER™ provides Zach the opportunity to help clients define and realize their journey, and co-founding Paces Ferry Wealth Advisors, an independent firm, allows the freedom to define the client experience along the way.
IRS Announces Adjusted Tax Brackets and Higher Standard Deductions for 2023
The IRS has announced adjusted tax brackets and higher standard deductions for 2023 in an effort to combat stubbornly high inflation.
Strategies to Build Generational Wealth for Your Family
If you want to build generational wealth for your family be clear about your goals and take it one strategic step at a time.
Zachary Morris CFP® Guest Speaker at Galleria-Northwest Atlanta Kiwanis Club
Zachary Morris CFP®, Managing Partner & Founder of Paces Ferry Wealth Advisors was the guest speaker at the Galleria-Northwest Atlanta Kiwanis Club meeting on October 12, 2022. meeting. Zach presented a primer on Estate Planning for members with many commenting that the presentation was informative, insightful and practical.
Business Succession Planning: 6 Steps for Small Business Owners
Take the time now to focus on your business succession planning to ensure that your legacy lives on and your business finds lasting success.
Zachary Morris CFP® featured in Investor’s Business Daily
Zachary Morris CFP®, Managing Partner & Founder of Paces Ferry Wealth Advisors was featured in Investor's Business Daily discussing how Financial Advisors often work with clients who claim that they, "didn't grow up around money."
Financial Tips for Seniors Impacted by Inflation
Times of high inflation can make retirees anxious so use these financial tips for seniors to make the most of your retirement income and feel more financially secure.
Zachary Morris CFP® featured on MarketWatch
Zachary Morris CFP®, Managing Partner & Founder of Paces Ferry Wealth Advisors spoke to MarketWatch recently to answer a common question: “Do I need a financial advisor to help me reach my retirement goals?”
Inflation Reduction Act: Biden Signs Sweeping Measures into Law
The Inflation Reduction Act is the largest climate change legislation in U.S. history and contains measures aimed at lowering health care costs, creating new tax credits
Don’t Make These Mistakes When Hiring a Financial Advisor
When it Comes to Your Hard-Earned Money, It’s Crucial to Find the Right Advisor for You
Hiring a financial advisor can be the best way to develop a strong financial plan and achieve your long-term financial and life goals. Too often, however, people hesitate to seek out the assistance of a professional when it comes to helping them manage their finances – even if they’re struggling. In fact, research on the subject shows that even though 71% of adults need improvement with their financial planning, only 29% take the step of hiring a financial advisor. Some are too nervous to put their money in someone else’s hands or simply don’t feel that an advisor would be beneficial, yet research suggests those who work with a financial advisor have significantly more money for retirement than those who don’t.
So, how do you take this critical step and choose the advisor who is right for you? With something as important as your hard-earned money, you’ve got to find someone you can fully trust. As you consider hiring a financial advisor, keep these common mistakes in mind to avoid them as you begin your process.