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Savvy Strategies to Help Maximize Your Social Security Benefits

Written by Zachary Morris, CFP® on .

Discover essential strategies to help maximize your Social Security benefits and strengthen your retirement.

Tips to Help Make the Most of Your Benefits and Boost Your Retirement Income

Did you know that, when Social Security was introduced in 1935, it was never meant to serve as a primary source of income in retirement? Rather, it was meant as a safety net for retirees who were lacking sufficient savings. However, in today’s economic landscape, attitudes around Social Security have dramatically changed and too many retirees are overly reliant on these benefits. In fact, Social Security benefits this year represented around 30% of retirees’ income. As you consider your own retirement income plan, remember that you’ll likely need more than one source of income. However, we believe it’s also critical to have a strategy for maximizing your Social Security benefits, and that’s what we’re discussing in this article.

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4 Steps That May Improve Your Retirement Readiness

Written by Jeff Diamond on .

Enhance your retirement readiness and secure your future with these four key steps to retirement planning.

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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5 Ways Charitable Giving Could Be Good for You

Written by Zachary Morris, CFP® on .

Explore the possible transformative benefits of charitable giving for personal growth, well-being, and meaningful connections.

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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High-Net-Worth Estate Planning: Tax-Efficient Tips

Written by Jeff Diamond on .

Optimize your high-net-worth estate planning with tax-efficient strategies for maximum wealth preservation.

Tax-Savvy Moves to Protect Your Legacy

Estate planning is a critical aspect of financial management, especially if you are a high-net-worth individual. To optimize your financial legacy while complying with legal requirements, it is essential to consider tax-efficient strategies. By implementing effective high-net-worth estate planning techniques, you may minimize tax liabilities and ensure a smooth transition of wealth to future generations. Below, we will explore a comprehensive range of tips for tax-efficient estate planning that may help you maximize the preservation and distribution of your assets.

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Zach Morris on the 51st Episode of The COO Roundtable

Written by Zachary Morris, CFP® on .

Paces Ferry’s Zach Morris joins The COO Roundtable

The COO Roundtable podcast features COOs and operations leaders from large RIAs around the country. Each episode is a discussion about operational and technology best practices, as well as general business strategy for the RIA industry.

Vince Crane, COO, CCO, and Partner of Flower City Capital, and Zach Morris, Managing Partner and Founder of Paces Ferry Wealth Advisors joined Matt Sonnen, Founder and CEO of PFI Advisors for an exciting 51st episode of The COO Roundtable.

Matt, Vince, and Zach chat about how, from Day 1, our guests have set in place systems and processes with future scalability in mind and much more including:

  • Each guest’s career path and how they became operations professionals
  • The pros and cons of a centralized back office vs a pod structure
  • Each firm’s ideal client and how that persona drives the services they offer
  • How each guest approaches their firm’s “next hire”
  • How each guest shapes their firm’s culture

Listen to the full episode here or read the full transcript:

COO Roundtable - PFI Advisors
The COO Roundtable podcast features Chief Operations Officers and operations leaders from large RIAs around the country.