Mark Imperial, host of the Remarkable! Radio Show, sits down with Zach Morris, as part of a series spotlighting remarkable financial advisors from around the country. Zach shares why he founded Paces Ferry Wealth Advisors, the importance of the client experience, setting clients up for retirement success, and whether the pandemic has changed financial planning. Zach and Mark discuss why steady hands prevail in any type of environment, and why a full financial plan is more important to clients than simply focusing on a particular level of risk.
OTHER PACES FERRY NEWS
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.
In an article published by thebalance.com, Co-Founder Zach Morris offered his insight and expertise on how you can best talk to your parents about estate planning, and why it’s so important to start the discussion now. Here’s a snip of the article:
Discussing estate planning with your parents is a conversation that can be difficult to have. You might not want to think about the day that they are no longer here, or even consider that they might experience a decline in health that severely limits their ability to think clearly or communicate with you.
The unpredictability of 2020 hammered home the frailty of life and how quickly someone can succumb to an ailment. But besides the possibility of your parents getting sick, there are other reasons to have this conversation now. In short, it’s not always about an inheritance or power of attorney, according to Zachary Morris, co-founder of Atlanta-based Paces Ferry Wealth Advisors.
In an article published by cnbc.com providing financial advice for new parents, Co-Founder Zach Morris offered his insight on childcare and healthcare. Here’s a snip of the article:
Adding another member to your family also adds a myriad of new financial considerations and expenses. A middle-class couple can expect to spend more than $230,000 to raise a child, not including college costs. One estimate found that by 2036, four years at a private university will cost around $303,000, up from $167,000 today.
Childcare is often the biggest immediate expense new parents will face, Richardson said. (Many families will spend more than $1,000 a month on the care.)
In some cases, one parent will decide to leave their job and take care of the child themselves, said Zach Morris, a CFP and founder of Paces Ferry Wealth Advisors in Atlanta.
In an article published to provide new parents some budgeting tips by money.usnews.com, Co-Founder Zach Morris offered his insight and expertise on how childbirth may influence your health insurance plans. Here’s a snip of the article:
Spend time analyzing your health insurance plan to understand all your potential out-of-pocket costs. You may also want to consider switching plans. For instance, opting for a low-deductible plan may cost more on monthly premiums but may reduce your total out-of-pocket spending on baby-related medical expenses.
In an article published on statefarm.com this month, Co-Founder Zach Morris offered his insight and expertise on wealth transfers.
One reason some people focus on building wealth over a lifetime is to be able to pass along resources and provide opportunities to their children and grandchildren. But it takes time and planning — as well as conversations about expectations and shared values — to have this transfer work well for everyone.
Expertise.com chose 22 financial advisors out of 145 in Atlanta, GA as the best of the best and Paces Ferry Wealth Advisors was among that exclusive group. The selection process was based on the following criteria:
2849 Paces Ferry Rd SE, Suite 660
Atlanta, GA 30339
