Queensborough celebrates one year in Columbia
September 20, 2023
Queensborough National Bank and Trust Company is celebrating one year in the Columbia, SC market this month. Queensborough’s Commercial Lending Office, located at 522 Lady St. opened in August of…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Countybank Foundation donates $500 to Salvation Army
September 19, 2023
The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, recently donated $500 to The Salvation Army of Greenwood. This donation represents a longstanding relationship between the organizations, including…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, non-profit, on-the-move
UBS hires eighteen-person advisor team in Columbia, SC
September 9, 2023
COLUMBIA, SC -UBS Wealth Management USA announced that an 18-person advisor team, TCG & Associates, has joined the firm. They will join the UBS Mid Atlantic Wealth Management Market, managed…
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First Community Bank CEO Mike Crapps recognized with Community Impact Award
September 7, 2023The Lexington Chamber and Visitors Center has awarded First Community Bank Chief Executive Officer Mike Crapps with the Mike Till Impact Award at its annual luncheon held in August. The…
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Financial Wellness for your Employees
August 24, 2023
Charles B. Flowers, CFA Employers want highly engaged employees who are focused on their work during business hours. Hopefully, the employees also want to be “all in” while they are…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, business-services, financial-advisors, on-the-move
Forbes names South Carolina Federal the Best Credit Union in South Carolina
August 23, 2023South Carolina Federal Credit Union was named one of America’s Best In-State Credit Unions in 2023 by Forbes, ranking #1 in South Carolina. This prestigious award is presented by Forbes…
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Trey Martin earns fourth honor of 2023
August 16, 2023
For Wilkes “Trey” Martin, AIF®, WMS, Managing Director & Senior Vice President of Sage Capital Wealth Management of Raymond James, the year 2023 has truly been one for the record…
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How to file the final tax return for a deceased taxpayer
August 15, 2023
What you need to know: When someone dies, their surviving spouse, an executor, or an administrator normally files the deceased taxpayer’s final Income Tax return. On the South Carolina Individual…
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Gary T. Pope Jr. and C.D. Rhodes selected by South Carolina Super Lawyers for 2023 “Rising Stars” list in Government Law
August 14, 2023
Gary T. Pope Jr. and C.D. Rhodes, attorneys concentrating in public finance and government law with Pope Flynn, have been named to the “Rising Stars” list in Government Law for…
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SCDOR’s new Teacher’s Guide to SC Individual Income Tax aims to help students learn about state taxes
August 10, 2023
What you need to know: The SCDOR’s new Teacher’s Guide to SC Individual Income Tax will help middle and high school students learn the basics of South Carolina Individual Income…
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First Community Bank’s Ted Nissen receives the Independent Banks of South Carolina’s Leadership Award
August 8, 2023
Today, First Community Bank announced that the Independent Banks of South Carolina (IBSC) selected Ted Nissen as the 2023 recipient of the IBSC Leadership Award. The award is given to…
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Karlyn Jones of Abacus Planning Group passes Certified Financial Planner (TM) Examination
August 4, 2023
Abacus Planning Group, Inc. proudly announces that Karlyn M. Jones has passed the CFP® examination. The CFP® Certification Examination assesses the candidate’s ability to integrate and apply a broad base…
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Mission 46 aspires to transform South Carolina through scholarships
July 31, 2023Groundbreaking program intends to expand college access in all 46 South Carolina counties An ambitious initiative aims to eliminate the financial barrier to college for bright, under-resourced South Carolina students,…
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Palmetto Citizens announces new board treasurer, chief lending officer
July 31, 2023
Palmetto Citizens Federal Credit Union is pleased to announce Don Horton as their new Board Treasurer and Robert Terrell as new Chief Lending Officer (CLO). Don Horton was elected by their…
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Five ways to spend unused 529 plan funds
July 26, 2023
Opening a 529 plan is a fantastic way to save for education for a child. Imagine that you have been saving for your child’s college education since she was a…
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Southern First reports results for second quarter 2023
July 26, 2023
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three-month period ended June 30, 2023. “I am proud of our…
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Southern First Reports Results for Second Quarter 2023
July 26, 2023
Greenville, South Carolina, July 25, 2023 – Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three-month period ended June…
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Oconee Federal to merge with Mutual Savings Bank
July 20, 2023
SENECA, SC. & HARTSVILLE, SC – Oconee Federal Financial Corp. (NASDAQ: OFED) (“the Company”), the holding company for Oconee Federal Savings and Loan Association, and the majority-owned subsidiary of Oconee…
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Retailers must notify the SCDOR by August 14, 2023 if you sell tobacco products
July 18, 2023
What you need to know: All retailers are required to notify the SCDOR if they sell tobacco products by August 14, 2023. More information can be found in the ST-608,…
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Back to School Tip: Prepare Now for 529 Withdrawals
July 11, 2023
By State Treasurer Curtis Loftis As a firm believer in the many benefits of saving with a Future Scholar 529 plan, I commend families who consistently contribute to their accounts…
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Lima One Capital surpasses $1 billion in multifamily bridge loans
July 6, 2023
Lima One Capital, the nation’s premier business purpose lender for real estate investors, announced that it eclipsed the $1 billion mark in originations of multifamily bridge loans. “This milestone is…
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South Carolina’s 2023 Tax Free Weekend kicks off on Friday, August 4
July 5, 2023
What you need to know: South Carolina’s annual Tax Free Weekend is scheduled for August 4-6, 2023. For 72 hours, tax-free items include computers, printers, school supplies, clothing and accessories,…
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Leasing vs. Buying a Car: Which one is right for you?
June 30, 2023
By Carolyn A. Stewart If you have been in the market for a new (or used) car in the last 2-3 years, you are probably aware that the cost of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
UnidosUS launches HOME initiative to create four million Latino homeowners by 2030
June 15, 2023
The initiative will help break down barriers to homeownership for Latinos; Wells Fargo signs on as first anchor funder UnidosUS, a nonprofit, nonpartisan Hispanic civil rights organization, has launched HOME…
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First Community Bank Leadership Institute graduates “tackle hunger” in the Midlands
June 12, 2023
First Community Bank is pleased to announce the successful completion of its “Tackling Hunger” campaign with more than 4,000 non-perishable food items collected and donated to local organizations. The campaign…
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SAFE Federal Credit Union selected as recipient of Inaugural MeridanLink Arc Award
June 12, 2023
SAFE Federal Credit Union received the inaugural Arc Award during MeridianLink’s annual User Forum at Disneyland® Resort in Anaheim, CA. The Arc Awards recognize and celebrate financial institutions that leverage the…
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Venture Carolina launches 2023 Palmetto Venture Fellowship
June 9, 2023
Venture Carolina, a nonprofit dedicated to bridging the funding gap between investors and entrepreneurs has once again partnered with the South Carolina Department of Commerce’s Office of Innovation, VentureSouth, and…
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Reminder: Your state tax refund may be lower next year due to withholding adjustments
June 8, 2023
What you need to know: With the Withholding Tax Table updates, less taxes are being withheld from paychecks in 2023, which may result in reduced refunds next year For those…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
SCRA announces new finance and administration director
June 8, 2023
The South Carolina Research Authority announced its new director of finance and administration, Laura Terry, who is responsible for leading the strategic direction of SCRA’s finance and administration function. She also serves…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move
Jon Robertson of Abacus Planning Group appointed as Trustee of Richland Library
June 5, 2023
Abacus Planning Group proudly announces the appointment of Jon Robertson, CFP® to the Richland Library Board of Trustees. Richland Library is a vibrant, contemporary organization that provides resources and information…
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SCDOR to no longer issue debit cards for refunds after June 29
June 1, 2023
What you need to know: The SCDOR will no longer issue Individual Income Tax refunds as debit cards after June 29, 2023. Bank of America, the provider of the State’s…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, government, on-the-move
Investment Policy Guidelines: The Blueprint of your Portfolio
May 31, 2023
by Bailey O. Davis Investment Policy Guidelines (IPGs) are crucial for long-term financial success by creating a foundation of trust between you and your advisor. An IPG is an important…
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Scurry Tharpe joins First Reliance Bank
May 31, 2023
First Reliance Bank announces that Scurry Tharpe has joined the company as Vice President, Relationship Banker and will work out of the Greenville office. He has over 12 years of…
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Marci Williams joins First Reliance Bank
May 23, 2023
Marci Williams has joined First Reliance Bank as Vice President Account Executive / Residential Lending Specialist and will work out of the Charleston, SC, Mount Pleasant branch. She will assist…
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Countybank continues to support new YMCA fitness center
May 23, 2023The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, recently donated $3,000 to the Lakelands Region YMCA. This follows a $25,000 foundation donation in 2022 for Greenwood’s new…
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Kim Saunders joins MEMBERS Financial Services
May 22, 2023
SAFE Federal Credit Union announced that Kim Saunders, Financial Advisor, is joining MEMBERS Financial Services. Saunders, a graduate of North Carolina State University, has over 15 years of experience in…
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State Treasurer Curtis Loftis announces National 529 Day celebration with $529 college savings grants
May 18, 2023
State Treasurer Curtis Loftis today announced the return of the annual PalmettoBaby Grant Program in celebration of National 529 Day. “South Carolina’s Future Scholar 529 College Savings Plan is proud…
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How and when to amend your SC Individual Income Tax return
May 3, 2023
What you need to know: Generally, you should amend a return if an IRS audit changes your state return, or when there are changes to your income, deductions, credits, payments,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, government, on-the-move
South Carolina Federal announces 2023 Scholarship Winners
May 2, 2023
South Carolina Federal Credit Union announced the winners of its 2023 scholarship program. Nine outstanding students who are attending a technical or traditional college in South Carolina beginning fall…
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Elliott Davis announces move to the BullStreet District
May 2, 2023
The Columbia office of Elliott Davis, LLC will occupy the second floor of the BullStreet District’s WestLawn office building beginning this fall. More than 80 employees will move into approximately…
Read MorePosted in: midlandsbiz Category: accounting, banking-and-finance, business-services, headlines, on-the-move
Putting Your Cash to Work
April 25, 2023
By Charles B. Flowers, CFA The creation of a cash management plan is the best way to optimize your cash. A successful cash management plan incorporates cash needs, time frames,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
Southern First reports results for first quarter 2023
April 25, 2023
Southern First Bancshares, Inc., holding company for Southern First Bank, today announced its financial results for the three-month period ended March 31, 2023. “While the current interest rate environment continues…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
First Community Bank honors Leadership Institute graduates
April 24, 2023
First Community Bank recently recognized the 2023 graduates of its Leadership Institute with a ceremony at the Columbia International University School of Business. An 18 to 24-month, intensive training program…
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Sarah Baldwin promoted to SVP Retail Mortgage Sales
April 19, 2023
First Reliance Bank announces that Sarah Baldwin has been promoted to SVP Retail Mortgage Sales at FRB Mortgage, a division of First Reliance Bank. She is responsible for developing and…
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Resource Financial Services expands: now licensed in Texas
April 18, 2023
Resource Financial Services, South Carolina’s largest privately owned mortgage banker announced it is now authorized to originate loans in the state of Texas. With the addition of Texas, the company…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move, residential-real-estate, veterans
Rainwater named Chief Accounting Officer
April 13, 2023
First Reliance Bank announces that Keith Rainwater has been named Chief Accounting Officer. Rainwater, a Certified Public Accountant, brings more than 25 years of banking experience and an extensive accounting…
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Financial Literacy Month Tip: Automated Contributions Can Grow Your 529 Savings
April 10, 2023
It’s April! The flowers, the trees, the birds, even the seasonal allergies signal spring is here. It’s always refreshing – aside from the allergies – to welcome a new season…
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First Community Bank celebrates official opening of Rock Hill office
April 6, 2023
First Community Bank, headquartered in Lexington, South Carolina, marked the official opening of its full-service banking office in Rock Hill at 1746 Ebenezer Road with a ceremonial ribbon cutting and…
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State Treasurer Curtis Loftis names Melissa Simmons as Deputy State Treasurer
April 5, 2023
South Carolina Treasurer Curtis Loftis has named Melissa D. Simmons, CPA, CFP, as the agency’s new Deputy State Treasurer after the recent retirement of Tonia Morris. Simmons will oversee the…
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SCRA announces new member companies and grant funding
April 4, 2023
Builder Rocket, CloseWise, and ElectroWire were accepted as South Carolina Research Authority Member Companies. Carolina Seed Systems, Pensievision, and Tandem Concepts received new grant funding. All SCRA Member Companies receive…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
