Retirement isn’t just a financial decision; it’s an emotional one. In this episode, Mark walks through the five different mindsets people have when thinking about retirement and how clarity and planning all play a role in determining when retirement becomes realistic.
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Every year during March Madness, millions of fans fill out their tournament brackets with confidence, only to watch them fall apart after the first round of upsets. Mark uses the NCAA tournament as a metaphor for financial planning and retirement investing. Just like in basketball, life throws unexpected curveballs. The key isn’t predicting every upset. It’s building a flexible financial plan that can adapt when surprises happen.
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Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah.
Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron’s, South Magazine and several other publications. He has also been featured on the Savannah Morning News.
In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country.
To get your own Financial Game Plan, contact Mark today at 888-511-PLAN (7526) or go to HowardFinancialGroup.com
Waiting until tax season to think about taxes is often too late. Many of the best opportunities require planning before the calendar year ends.
In this episode, Mark breaks down several strategies that may help reduce taxes over time, including donor-advised funds, SEP IRAs, HSAs, withholding adjustments, RMD planning, and qualified charitable distributions.
Here’s some of what we discuss in this episode:
💝 Bundle Giving: Donor-advised funds can improve charitable deductions
💼 Use SEP IRAs: Self-employed income may open another tax-saving opportunity
🧾 Check Withholding: Avoid giving the government too much all year
🏥 Use the HSA: Triple tax benefits can be powerful
📆 Plan RMDs Early: Don’t wait until December
Want to get in touch with Mark?
https://retirementhuddle.com/mark@howardfinancialgroup.com 888-511-7526
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