Zach Morris Gave Insight on Health Insurance in Recent Article Published by U.S. News

October 14, 2020.

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.

Zach Morris featured in Recent Article Published by Statefarm

August 13, 2020.

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.

Paces Ferry Awarded One of Atlanta’s Best Financial Advisors

May 19, 2020.

expertise best financial advisors atlanta 2020

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:

CARES Act Signed into Law –Brings Relief to Millions of Americans

March 30, 2020.

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

Stimulus Checks

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.

Connor Jabs Promoted to Associate Wealth Advisor

January 20, 2020.

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.

Paces Ferry Featured In: Financial Help for Divorced Women

December 9, 2019.

by: Mychelle Blake

Getting divorced is considered one of the top five stressful events one can experience. For divorced women, this stress can be exacerbated by her dealing with her new financial situation.

Paces Ferry Featured In: How to Manage Your Money After Kids, According to 15 Financial Advisors

October 9, 2019.

by: Matt Berical

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?

Tru Independence Nabs $200M Team, Eighth Addition This Year

October 12, 2018.

by: Kerri Anne Renzulli

Tru Independence’s hot streak shows no sign of slowing. The breakaway consulting company, which began in 2014, has assisted more than 20 firms launch or maintain their independent advisor business with nearly half that total happening this year alone.

Its latest addition is a new RIA, Paces Ferry Wealth Advisors, in Atlanta, Georgia. Founded by a pair of former J.P. Morgan Securities advisors, Jeff Diamond and Zachary Morris, the RIA will cater to high-net-worth individuals, entrepreneurs, business owners and foundations. They managed $200 million in assets at their previous employer.

Ex-JPM advisors managing $200m launch Atlanta RIA

September 25, 2018.

Jeff Diamond and Zachary Morris have left JPM Securities to set up an independent RIA.

by: Ian Wenik