Hobbs Group Advisors Blog

Sending IRA RMDs directly to charities: Peter Pigeon SC Business Review

If you make regular contributions to charities each year and you are in your 70s with an IRA, you should probably be sending your annual required minimum distributions from that IRA directly to those charities. Check out Peter Pigeon’s interview with Mike Switzer to learn more about sending IRA RMDs directly to charities and how […]

New Retirement Contribution Limits for 2024

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Keep in mind that this update is for informational purposes only, so please consult with an accounting or tax professional before making any changes to your 2024 tax strategy. You can also contact your financial professional, who may […]

New Retirement Contribution Limits for 2024

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Keep in mind that this update is for informational purposes only, so please consult with an accounting or tax professional before making any changes to your 2024 tax strategy. You can also contact your financial professional, who may […]

Buying a Vacation Home? 5 Questions to Consider First

Conquering Retirement Challenges for Women

When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1 Despite these challenges, a wise strategy can give women reasons to be hopeful. Get clear on your vision. Do […]

Tax Efficiency in Retirement

Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans, it’s important to understand which types of plans will be financing your retirement. Another factor to consider is […]

Retirement Plan Choices for Small Businesses

As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? There are a number of choices when creating retirement plan strategies for you and your employees. Here, we will review three of the most popular […]

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Navigating Retirement Pitfalls

Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them “missteps” may be a bit harsh, as not all of them represent errors in judgment. Either way, becoming aware of these potential pitfalls may help you […]

Retirement Questions That Have Nothing to Do With Money

Preparing for retirement is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to consider as you prepare for your retirement. What will you do with your time? Too many people retire without any idea of what […]