5 Ways Charitable Giving Could Be Good for You

Written by Zachary Morris, CFP® on July 10, 2023.

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.

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

Written by Jeff Diamond on June 28, 2023.

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.

Saving for Retirement as a Solopreneur: Strategies to Know

Written by Jeff Diamond 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.

Tips to Maximize the Advantages of Your Health Savings Account

Written by Zachary Morris, CFP® on May 29, 2023.

Discover helpful tips for maximizing your health savings account and gaining a more secure financial future.

Learn how to make the most of your Health Savings Account (HSA) and gain a more secure financial future with these helpful strategies.

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

Written by Jeff Diamond 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.

Key Considerations for Your Wealth Transfer Plan

Written by Zachary Morris, CFP® on April 24, 2023.

A wealth transfer plan requires thoughtful planning and consideration and can help you prepare your heirs for the future.

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.

Zach Morris on the 51st Episode of The COO Roundtable

Written by Zachary Morris, CFP® on April 13, 2023.

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.

Is a Roth Conversion Right for You?

Written by Jeff Diamond 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 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.

Paces Ferry Managing Partner Speaks on Housing Market

Written by Zachary Morris, CFP® on March 20, 2023.

A cooler housing market means retirees wanting to cash in on their home equity may have fewer options.

Paces Ferry’s Zach Morris Quoted in Investment News Regarding the Housing Market and Retirees

What Does the Cooler Housing Market Mean for Retirees Who Want to Cash In?

Investment News recently published an article addressing challenges that the cooler housing market may place on some retirees looking to cash in on their home equity. Paces Ferry managing partner and founder Zach Morris is quoted toward the end of the article, which concludes on a note of optimism. Read on for a brief synopsis and be sure to read the full article here for all the details.