Choosing a Business Structure
According to the U.S. Census Bureau, there were over five million new business applications submitted in 2022 alone. All individuals pursuing the dream of exercising their entrepreneurial muscles will face the same question, “Which business structure should I adopt?”1 Each strategy presents its own set of pros and cons. To complicate matters a bit, the […]
ViewHow a Roth Conversion Might Benefit You: Garet Strange SC Business Review
Considering the conversion to a Roth IRA? Not sure when to do so or if it will even benefit you? Everyone has a different situation, and the best time for someone else to convert may not be the best time for you. Garet Strange, Executive Vice President, spends time with Mike Switzer discussing the benefits of […]
ViewRoth IRAs May Change Soon
If you haven’t heard, there could be some changes coming soon to Roth IRAs as a result of tax changes being proposed in President Biden’s Build Back Better plan. Mike Switzer interviews Thomas Manly, a certified financial planner with Hobbs Group Advisors in Columbia, SC. Listen to the interview here.
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 […]
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