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Planning for the Future Together: Retirement Savings Tips for Couples

Ten Tips for Navigating Retirement Planning as a Team

Retirement is a big deal, isn’t it? It’s a time we all look forward to, but getting there, especially with your partner by your side, requires some thoughtful planning and a good bit of teamwork. When you’re managing money together, you’re bound to run into both opportunities and challenges unique to being a duo. It’s really about keeping an eye on what you both want out of your finances and lifestyle as you navigate this planning journey side by side. Whether you’re just starting to talk about retirement or you’re further down the road, here are ten retirement savings tips for couples to consider. 

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Exploring Trusts for Wealth Preservation after Retirement

Understanding Trusts as a Potentially Strategic Component of Retirement Planning

Retirement planning is more than just a task; it’s a strategic approach that may help to achieve a stable future. It’s not merely about accumulating savings but about making informed decisions that position you well for the years beyond active employment. In the financial planning landscape, the concept of trusts has emerged as a potent tool for estate planning and wealth preservation. This article sheds light on how integrating trusts into your financial strategy could enhance your retirement planning, offering the potential for a blend of security and foresight for your golden years.

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Starting Your Year Clear: Consider a New Approach to Achieving Your Retirement Goals

Does Your Current Approach to Financial Planning Match Your Aspirations?

While it’s always smart to be thinking ahead about your retirement goals, the beginning of a new year offers an opportune time. This is because many of us are feeling motivated about the fresh start and potential opportunity a new year brings. So, as you consider your retirement goals and plans, ask yourself whether your current approach aligns with your aspirations. In this article, we’ll share helpful perspectives and strategic considerations that can help you gain clarity and purpose for your retirement strategy so that you can achieve more toward your goals this year.

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Wealth-Building Habits to Start the New Year Strong

Help Secure Your Financial Future and Find Peace of Mind

Building wealth is a goal for many – and one that you may be considering as the New Year dawns. In the vast majority of cases, it doesn’t happen overnight. You might think that you need an above-average income or a significant inheritance to build wealth, but in reality, the process starts with small but meaningful wealth-building habits. It takes discipline and patience to build your wealth, but the sooner you start, the sooner you can reap the benefits. With the wealth-building habits discussed below, you can find yourself on the way to greater possible financial freedom.

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Life Transition Planning: Do You Need a Financial Advisor in the New Year?

Navigating Your Wealth Through Times of Change

If there’s one thing that serves as a constant throughout our lives, it’s change. Leaving home, beginning a career, getting married, building a family, navigating career transitions, divorce, and loss of loved ones are just a few examples of events that mark periods of great adjustment. These life transitions impact us emotionally, but also financially, and it’s smart to have a trusted financial advisor by your side to help you navigate the practical financial aspects of these different phases of life. If you think the New Year will bring a time of change and evolution in your life, it might be the perfect time to begin working with a professional you trust. In this article, we’ll discuss life transition planning for five specific, common scenarios and share how a financial advisor can offer guidance.

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Four Financial Strategies for Empty Nesters

Plan for the Next Chapter with Practical Money Moves

You’ve successfully launched your adult kids out into the world – congratulations! This can be a time of mixed emotions – pride and excitement on one hand, and feelings of sadness on the other – but it’s also important to consider your financial plan for this new phase. What should your priorities be? What are your financial goals for this phase of life and how will you reach them? In the article below, we share practical empty-nester financial strategies that can help you navigate this transition and continue moving forward to clarify and accomplish your financial aspirations.

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Welcome Abbi Rutledge, Client Service Associate

Join us in welcoming the newest member to the Paces Ferry Wealth Team, Abbi Rutledge!

Paces Ferry Wealth Advisors is excited to announce the newest addition to our team, Abbi Rutledge, who has recently joined us as a Client Service Associate.

Abbi joined the Paces Ferry team in May of 2023, and she serves as Client Service Associate. Abbi received her B.A. in History with a minor in Leadership Development from the University of Florida. During her college years, she became certified to teach English as a Foreign Language while living in Italy and spent a semester studying History and Linguistics at the University of Glasgow. Abbi spent her senior year as a member of the University Scholars Program. In this program, she conducted granted research with the Dean of the College of Liberal Arts and Sciences on the history of Irish Whiskey, with an emphasis on the political and economic impacts it had on the Irish War of Independence.

After graduating in 2020, Abbi went on to become a Lead Stylist and Social Media Manager for a luxury bridal boutique in Minneapolis, MN. Upon her relocation to Atlanta, Abbi found a passion for financial education and became a relationship banker with Truist Bank. During this time, she found a particular interest in financial planning and wealth management.

In her spare time, Abbi enjoys designing and constructing clothing, going to concerts with her husband Josh, and learning new languages.


Paces Ferry Wealth Advisors, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”).  This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.

5 Ways Charitable Giving Could Be Good for You

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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Welcome Thomas Mirth, Client Service Associate

Join us in welcoming the newest member to the Paces Ferry Wealth Team, Thomas Mirth!

Paces Ferry Wealth Advisors is excited to announce the newest addition to our team, Thomas Mirth, who has recently joined us as a Client Service Associate.

Thomas joined the Paces Ferry team in February of 2023, coming from the Culverhouse College of Business at the University of Alabama with a B.S. in Finance and a minor in American Studies. At The Capstone, he was a member of the Honors College and graduated Cum Laude. While attending college, Thomas was a founder and president of the Theta Xi Fraternity at UA. He was also a volunteer for the Alabama Adapted Athletics Program and a member of the Alabama Insurance Society.

Thomas is now working towards his CFP while also earning his M.S. in Consumer Sciences with a concentration in Family Financial Planning and Counseling. Thomas harkens back to his experience from three former Registered Investment Advisors with his roles ranging from financial planning to investment management research and international client service.

Previously, Thomas lived abroad in Bonn, Germany where he gained an appreciation and passion for history, culture, and travel. Thomas currently lives in the southern portion of Buckhead and enjoys exploring all Atlanta has to offer. 


Paces Ferry Wealth Advisors, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”).  This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.