South Carolina Business Review- Peter Pigeon
The Secure Act, passed at the end of 2019, had may significant benefits to business owners adopting a qualified retirement plan in 2020 and beyond. What does this mean for small business owner when the pandemic is in our rear view mirrors? Please take a moment to listen to our COO and Founder, Peter Pigeon, on the […]
ViewSouth Carolina Business Review- Garet Strange
Taxes are one of the largest expenses people have, but they are often overlooked and not proactively planned for. Does that sound like you? Please take a moment to listen to V.P. of Operations, Garet Strange, on the South Carolina Business Review. Garet talks with Mike Switzer about the ins and outs of year end taxing planning. If you are […]
ViewSouth Carolina Business Review – Thomas Manly
Please take a moment to listen to Associate Advisor Thomas Manly on the South Carolina Business Review. Throughout this pandemic, much of the working population has lost their jobs and has been forced to seek new employment. Many of whom are left with the question: “What do I do with my old retirement plan?” Thomas talks with […]
ViewSouth Carolina Business Review – Peter Pigeon
Please take a moment to listen to our COO and Co-Founder Peter Pigeon on the South Carolina Business Review. Have you ever noticed that your tolerance for risk may be at one level when you’re setting your goals with your financial planner, but then along comes a market downturn and suddenly you find that you might be […]
ViewWhen Your Gut Desires a Second Opinion
Pain Stories: “You need to stop going to Bonefish Grill……” I was recently hired by a new client. She is single and currently unemployed. Fortunately, she has enough assets to survive without a job but would certainly be better off in the long run with one. She is torn between both whether to rent or […]
ViewRevisiting insurance amidst a pandemic
Nothing will make you question your mortality and the associated financial risk quite like a global pandemic. Unfortunately, as financial planners, we see too often clients with no rhyme or reason behind their financial risk management strategy. We make it a point to have an intentional, documented insurance discussion with all of our clients. We […]
ViewKey Provisions of the CARES Act – Retirement Plans
On March 27, 2020, the Coronavirus, Aid, Relief, and Economic Security (CARES) Act (the “Act”) was signed into law. A portion of the Act is intended to loosen access to retirement plan funds for individuals impacted by the COVID-19 pandemic. It is our goal to keep both our individual and business clients as informed as […]
ViewKey Provisions of the CARES Act
As I’m sure you know, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.1 To put this monumental legislation in perspective, Congress earmarked $800 billion […]
ViewSouth Carolina Business Review – Peter Pigeon
Please take a moment to listen to our COO & Co-Founder Peter Pigeon on the South Carolina Business Review. Pete talks with Mike Switzer about the emotional toll that comes with investing during a crisis and how to stay positive amidst such troubling times. Many stock market crashes have happened in the past and every time they […]
ViewSouth Carolina Business Review – Peter Pigeon
When was the last time you reviewed your insurance policies? Have you ever put together an actual insurance plan to make sure you aren’t missing anything? Our next guest says many people tend to put off insurance planning because it’s just not a lot of fun. And, he adds, that is unfortunate because insurance should […]
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