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.
Zach Morris | Remarkable! - Hosted by Mark Imperial
Host of the Remarkable! Radio Show and marketing and client acquisition specialist, Mark Imperial sits down with Zach Morris, Wealth Advisor and Founder of P...
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OTHER PACES FERRY NEWS
Zach Morris Provides Perspective on How to Talk to Your Parents about Estate Planning in a Recent Article for The Balance
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 […]
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.
Reasons You Need to Have the Talk Now
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 and health care
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 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:
Revaluate Your Health Insurance Coverage
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.
5 Things to Understand about 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:
This $2 trillion bill is meant to impact both individuals and businesses and contains significant tax-savings measures. It could affect prior tax years while also creating immediate cash-flow.
Impact on Individuals
Perhaps the most impactful provision for American citizens is the CARES Act’s promise of cash payments of up to $1,200 per single individual and $2,400 for a married couple. Parents will also receive an additional $500 per qualifying child. Payments are phased-out for individuals with incomes greater than $75,000 and for married couples filing jointly with income greater than $150,000.
Provisions are such that payments will be based on 2018 tax returns, though, like the Affordable Care Act’s tax premium credit, there is a true-up related to the amount for which you are eligible on the 2020 tax return. Nonresident aliens, dependents and estates and trusts are not eligible for a stimulus check.
We are pleased to announce the next step in the career path for one of our team members. Please join us in congratulating Connor Jabs on his promotion to Associate Wealth Advisor. From day one, Connor exhibited an incredible commitment to client service and understanding of the Paces Ferry Wealth Advisors’ mission.
Everything changes when you become a parent — especially your finances. You want to make sure to start off on the right financial footing. But, financially speaking, where do you begin? What’s the best financial advice new parents need to know?
PACES FERRY WEALTH ADVISORS IS A REGISTERED INVESTMENT ADVISOR WITH THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION. Registration does not imply any level of skill or training. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.