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The financial challenges of losing a spouse

Mike Switzer, host of the South Carolina Business Review
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Mike Switzer, host of the South Carolina Business Review

There’s an old saying that nothing in life is sure except death and taxes. But maybe the word “change” should be added because transitions are a natural part of life, such as changing jobs, having children, retiring, or losing a spouse. All of which can affect your finances. Our next guest says the death of a spouse in particular, can present some tough challenges. Mike Switzer interviews Ann Beckwith, a certified financial planner with Abacus Planning Group in Columbia, SC.

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After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.