9 Facts About Retirement
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about retirement that might surprise you. […]
ViewExploring the Federal Student Grant Program
You may have heard of the Free Application for Federal Student Aid, or FAFSA, if you or someone you know has plans to attend a college, career school, or university. Last year, over 50% of high school seniors submitted a FAFSA to the Department of Education to secure financial assistance. But what many prospective and […]
ViewPeter Pigeon Answers the Question: “No More Stretch IRA’s?”
After the passing of the Secure Act in 2019, there were many changes to the rules regarding the transfer of IRA’s. Find out what rules remain, and what new regulations were added. Mike Switzer interviews our C.O.O and Founder, Peter Pigeon, to discuss these previous and added guidelines to help you ensure you have all […]
ViewGaret Strange speaks with Mike Switzer about different Medicare Plans
As record numbers of Americans continue to move into the 65+ age group, there is more and more demand for Medicare policies and advice. For someone turning 65, the choices can be very confusing. Mike Switzer interviews Garet Strange, Certified Financial Planner®, with our team at Hobbs Group Advisors in Columbia, SC. Listen to the interview here.
ViewThomas Manly talks with Mike Switzer to discuss Retirement Planning
The IRA and 401k retirement accounts have been around forever, but with the Roth IRA being introduced about 24 years ago, how do you determine which retirement plan is best for you? Please take a moment to listen to our Senior Vice President, Thomas Manly, on the South Carolina Business Review. Thomas goes in depth […]
ViewSouth 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 […]
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