Inflation Reduction Act: Biden Signs Sweeping Measures into Law
Written by Zachary Morris, CFP® on .
5 Types of Insurance Everyone Should Consider
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Don’t Make These Mistakes When Hiring a Financial Advisor
Written by Zachary Morris, CFP® on .
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.
10 Tips for a Happy Retirement
Written by Zachary Morris, CFP® on .
You Worked Hard to Get Here and Now it’s Time to Enjoy the Fruits of Your Labor
We spend most of our working lives striving toward the ultimate goal of enjoying a happy retirement. But what exactly does that look like? And how do you achieve it? The answers to those questions depend a lot on YOU. Every retiree is going to have their own definition of what a fulfilling retirement looks like. For some, a happy retirement might look like getting to spend more time on hobbies, while for others it might look like finally getting to travel to all those destinations they’ve dreamed about. It might even be simply about spending more time with your kids and grandkids. Whatever a happy retirement looks like to you, you’ll have to be intentional to achieve it.
Below are 10 habits that can help you find happiness and fulfillment throughout your retirement.
Zachary Morris CFP® Guest Speaker at Kiwanis Club of Northside Atlanta
Written by Zachary Morris, CFP® on .
Fitting Life Insurance into Your Retirement Plan
Written by Jeff Diamond on .
All Your Options for a Financially Secure Retirement
When it comes to planning for a financially secure retirement, most people focus on aspects such as their investments, retirement savings accounts, home equity, Social Security, and other assets that they’ll depend on to support their income needs in this phase of life. Too often, the role that life insurance plays in a retirement plan is overlooked. Below are a few questions to ask yourself concerning life insurance and retirement planning as you begin to consider whether you have the right coverage for your current situation and your long-term goals.
The Paces Ferry Wealth Advisors Mobile App
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Download Our Free Mobile App
We believe you should have all your account information at your fingertips and we’re always thinking about ways to better serve our clients. That’s why we created the Paces Ferry Wealth Advisors Mobile App.
CPE Lunch & Learn
Written by Zachary Morris, CFP® on .
Does More Money Equal More Happiness?
Written by Zachary Morris, CFP® on .
It’s Not About the Material Goods, but Rather Financial Stability
Does more money equal more happiness? Well, you’ve probably heard the age-old adage, “Money can’t buy happiness,” but how true is that statement, really? When we think about it, we tend to focus on the luxuries that money can buy, like lavish vacations or expensive cars. However, an influx of cash provides something else that’s often overlooked – financial stability. When it comes to day-to-day happiness and peace of mind, financial stability goes a long way in decreasing our overall stress and freeing us from common worries.