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WCNC
Secure Act 2.0 Would Change How Americans Save for Retirement

The SECURE Act 2.0 is gaining steam in Congress. Provisions in the Act include automatic 401(k) enrollment and assistance for people paying off student loans.

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Hobart Wealth featured as influential financial planning firm in the Charlotte area

Financial planning is like a puzzle – one that involves patience, creativity and focus. Hobart Wealth helps clients find all the pieces in their financial puzzle by utilizing forward-looking tax …

Hobart Wealth featured as influential financial planning firm in the Charlotte area Read More »

WCNC
Proposed IRS $10,000 Reporting Policy Could affect Many Americans

Congress recently proposed that all transactions of $10,000 or more from bank accounts could be reported to the IRS. However, the latest iteration of the Build Back Better plan removed the proposal completely. Will it come back up in future legislation – and how could it affect your money? Chris Hobart broke it down for WCNC.

Hobart Do Good Crew
Strategic Partnership Announcement

April 2021 Hobart Financial Group, a Charlotte-based wealth management firm, expands footprint with the addition of JDS Wealth Management and has expanded its operation to the Mooresville…

Newsmax
3 Tips to Find a Financial Adviser You Can Trust

When it comes to financial planning, most Americans take a do-it-yourself approach. In fact, various surveys and studies over the years have shown that anywhere from 60 to 70 percent …

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Bankrate
How to save money in your 50s and beyond

Reaching your 50s doesn’t mean you’ve achieved all of your financial goals. Even for the most mature Americans, there’s room for improvement. In Bankrate’s March Financial Security Index Survey, for …

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AZ Big Media
Poor planning could lead to 5 big retirement problems

Ideally, retirement is a time someone anticipates eagerly – a reward for a lifetime of hard work and solid financial planning. But nearly half of workers who haven’t reached retirement …

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Yahoo Finance
Hobart Financial CEO Shares How to Maximize Tax Day for Your Retirement

CEO of Hobart Financial, Chris Hobart discusses the best ways to prepare your taxes to maximize retirement savings.   View the video on Yahoo Finance here

Advisors Magazine
Poor Planning Could Lead To 5 Big Retirement Problems

Ideally, retirement is a time someone anticipates eagerly – a reward for a lifetime of hard work and solid financial planning. But nearly half of workers who haven’t reached retirement …

Poor Planning Could Lead To 5 Big Retirement Problems Read More »

Plaquemine Post South
Poor planning could lead to five big retirement problems

A Gallup poll showed 46 percent of those not yet retired expect they’ll be financially strapped when they do retire. Ideally, retirement is a time someone anticipates eagerly – a …

Poor planning could lead to five big retirement problems Read More »

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