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Two Truths And A Lie

January 16, 2025

Today we’re going to have a little fun on the show by tackling the risks and realities of retirement planning by playing a game called ‘Two Truths and a Lie.’

The Essentials Of Income Planning

November 21, 2024

Planning for retirement is, at its core, about creating a reliable income plan. In order to enjoy the retirement you’ve dreamed of, you need to have a clear plan for covering your day-to-day expenses. In this episode, Mark will break down some of the key aspects of income planning for your retirement.

Ep 10: 5 Types of Financial Risks

August 6, 2020

Most people don’t know what types of risk they should guard against in their finan-cial planning. We break down five risks and how to address them. Plus, Mark an-swers your mailbag questions.

The Retirement Huddle

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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5 Tax Strategies to Consider Before Year-End

October 1, 2026

Mark Howard