Paces Ferry Wealth Advisors | Financial Planning Blog

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, 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.

An S Corporation Could Reduce Your Business Tax Liability

Written by Zachary Morris, CFP® on December 15, 2022.

Setting up your company as an S Corp could save you thousands of dollars in taxes but it’s important to talk with a professional before making the change.

Financial Checklist: How to Prepare for the New Year

Written by Zachary Morris, CFP® on December 8, 2022.

Use this financial checklist routine to start the new year strong and improve your financial health for the future

IRS Announces Adjusted Tax Brackets and Higher Standard Deductions for 2023

Written by Zachary Morris, CFP® on November 17, 2022.

The IRS has announced adjusted tax brackets and higher standard deductions for 2023 in an effort to combat stubbornly high inflation.

Transitioning Your Family Business to the Next Generation

Written by Jeff Diamond, AIF® on November 16, 2022.

Transitioning your family business to the next generation can be complex but these smart tips can help you successfully navigate the transition.

Strategies to Build Generational Wealth for Your Family

Written by Zachary Morris, CFP® on November 2, 2022.

If you want to build generational wealth for your family be clear about your goals and take it one strategic step at a time.

Retirement Plan Consulting: Three Benefits for Small Business Owners

Written by Jeff Diamond, AIF® on October 19, 2022.

Gain benefits from working with a professional you trust who can offer retirement plan consulting to help you navigate this complicated landscape.

Zachary Morris CFP® Guest Speaker at Galleria-Northwest Atlanta Kiwanis Club

Written by Zachary Morris, CFP® on October 13, 2022.

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.