Year-End Charitable Giving: Q&A with Hobbs Group Advisor Francesca Passen
Why is year-end such an important time to think about charitable giving? Many strategies must be completed by December 31. Helps maximize tax efficiency—especially for individuals with Required Minimum Distributions (RMDs) or high-income years. This is a great time to review goals and align giving with your financial plan. Can you explain what a Qualified […]
ViewWhat you need to know about the Roth 401(k) catch-up for 2026
The end of the year is always a great time to re-evaluate your financial strategy. With recent changes in Internal Revenue Service rules governing 401(k) catch-up contributions, it’s even more crucial to do so this year. Due to new IRS rules issued this summer that will begin to take effect in 2026, 2025 is the […]
ViewTax Planning: A Year-Round Partnership
At Hobbs Group Advisors, we believe the best tax strategies aren’t built in a rush at year-end — they’re developed steadily, together. And while tax planning is a year-round process, the final quarter of the year is a critical window to make adjustments that can lower your 2025 tax bill and set you up for […]
ViewQuarterly Client Letter – Q3 2025
As we wrap up the third quarter of 2025, markets continue to deliver strong performance, and interest rates are showing signs of easing—offering both opportunities and challenges for investors. In this quarter’s client letter, CEO Peter Pigeon shares insights on how HGA is proactively navigating these trends, highlights our behind-the-scenes client service process, and outlines […]
ViewSwitzer interviews Garet Strange
Chief Operating Officer Garet Strange recently sat down for an interview with Mike Switzer of the South Carolina Business Review to break down what declining interest rates mean for everyday investors and households. From retirement planning to debt management and investment strategy, they cover the essentials you need to know in this rapidly changing economy. […]
ViewLizzie Madden joins Hobbs Group Advisors as client services associate
Elizabeth Madden, a recent graduate of Converse University, has joined Hobbs Group Advisors as a client services associate. Hobbs Group Advisors, LLC, a financial planning and wealth management firm, is affiliated with The Hobbs Group, PA, a full-service Certified Public Accounting firm located in Columbia, Greenville & Sumter, S.C. Lizzie Madden is originally from Blythewood. […]
ViewSwitzer Interviews Thomas Manly
Our Executive Vice President Thomas Manly recently joined Mike Switzer of the South Carolina Business Review to discuss the latest updates to retirement plan catch-up contribution rules. Thomas shared expert insights on how recent legislative changes and inflation adjustments may impact retirement strategies for high-income earners. Whether you’re nearing retirement or advising clients, this conversation offers […]
View