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1704 Laurel Street Columbia, SC 29201

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Blog

Wednesday, October 27, 2021

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...

Friday, June 18, 2021

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,...

Wednesday, May 26, 2021

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...

Wednesday, January 20, 2021

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...

Sunday, December 13, 2020

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...

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Tuesday, September 8, 2020

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 have been forced to seek new employment. Many of...

Monday, August 3, 2020

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 how unexpected downturns in the market can make clients reconsider their risk tolerance. We...

Friday, May 29, 2020

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...

Sunday, April 5, 2020

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...

Thursday, April 2, 2020

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...

Thursday, March 26, 2020

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...

Wednesday, November 13, 2019

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...

Thursday, May 30, 2019

The 2018 tax reform brought the most changes to the federal income tax code in over 30 years. And your first real experience with these changes will probably be when you file your upcoming tax return. In general, most tax-payers will...

Tuesday, May 14, 2019

Hiring a financial planner does not mean the same thing to all people. And our next guest says that can cause a lot of confusion. So he’s in our studio today to help clear up some of these myths. Mike Switzer interviews Garet...

Thursday, October 18, 2018

The Hobbs Group, P.A. & Hobbs Group Advisors, LLC were recently featured in the May edition of the Columbia Regional Business Report's "Book of Experts". Mark Hobbs, the founder of The Hobbs Group, articulates the emphasis that we...