Switzer Interviews Thomas Manly
Certified Financial Planner Thomas Manly sat down with Mike Switzer, host of the South Carolina Business Review, to break down a little-known provision in last year’s tax law which created a brand-new savings account for newborn children called the Trump Account. He explains how these accounts work and whether they’re worth opening. You’ll come away […]
ViewSo I Filed My Tax Return. Now What?
By Peter A. Pigeon, CFP® Hobbs Group Advisors, LLC The ink is dry on your 2025 return, but in the world of financial planning, the “finish line” is actually a starting block. With the One Big Beautiful Bill Act (OBBBA) now in full swing, your 2025 data holds the keys to maximizing your wealth […]
ViewSpring Clean Up: Estate Planning Edition
By Francesca Passen, CFP ® Hobbs Group Advisors, LLC As the days get longer and the urge to declutter sets in, most of us turn our attention to closets, garages, and forgotten corners of our homes. But spring cleaning shouldn’t stop there. It’s also an ideal time to revisit something far more important like your […]
ViewTrump Accounts and the Expanding Toolkit for Tax-Advantaged Savings for Children
Thomas Manly, CFP® Hobbs Group Advisors, LLC Over the past year, one of the most common questions I’ve received from families is: “Should we open a Trump Account for our child?” Trump Accounts (Section 530A accounts) are a new addition to the tax-advantaged savings landscape. They create meaningful long-term opportunities, but they work best when […]
ViewQuarterly Client Letter – Q2 2026
Q2 – 2026 Dear Clients, If you only followed the headlines last quarter, you would think we were on the verge of something between a recession and an outright crisis. The US & Israel taking military action in Iran. Oil prices spiking. Inflation potentially rearing its head again. Interest rates rising in response. Stress in […]
ViewProtecting What You’ve Built: A Closer Look at Life Insurance and Long-Term Care Planning
Insurance is often set up and forgotten but the policies you own deserve the same ongoing attention as the rest of your financial plan. Below are three resources to help you make sure your coverage is working as intended. These resources are provided jointly by Hobbs Group Advisors and one of our partners, The Cason […]
ViewHow to Avoid the Pitfalls of Estate Planning and Probate
Estate planning and probate are often approached with good intentions, yet even well-meaning plans can fall short if critical details are overlooked. Laws change, family circumstances evolve, and assets shift over time which allow for gaps to develop that can create unnecessary costs and stress for loved ones. Below are some of the most common […]
ViewQuarterly Client Letter – Q1 2026
Q1 2026 Dear Clients, I recently read a fantastic blog post about how investing lessons are far more useful than investing predictions at the beginning of each year. Predictions are often made for marketing purposes. Lessons, while less exciting, become increasingly invaluable over time. Interestingly, financial lessons don’t change much from year to year. You […]
ViewSwitzer Interviews Francesca Passen
Certified Financial Planner Francesca Passen sat down with Mike Switzer, host of the South Carolina Business Review, to unpack what smart financial preparation looks like as tax season approaches. From organizing documents early to tracking items that don’t appear on standard forms, Francesca offers practical strategies to help you stay ahead and make tax time […]
ViewFinancial Planning Update for Medical Professionals
By Francesca L. Passen, CFP Hobbs Group Advisors, LLC What to Do Now if You’ve Been Working Toward Student Loan Forgiveness For many medical professionals, federal student loan forgiveness (especially Public Service Loan Forgiveness (PSLF)) has been a long-term cornerstone of your financial plan. Ten years of service, decades of training, and years of payments […]
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