The Things You Can Control in Retirement
With so many variables out of our control, it’s essential to focus on what we can manage to ensure a peaceful and financially secure retirement.
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Ep 76: Grading Your Financial Competency
How much do you know about your own finances? Do you know how much you spend, how much risk you have, and what you’re paying in fees? In today’s episode, we’ll challenge you to assess your financial competency by asking you these crucial questions and more.
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Ep 58: A Message For The Good Savers
So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily.
Read MoreEp 45: Don’t Make These Excuses
We often hear people try to make excuses or explain away some of their questionable financial decisions. On today’s show we’ll explain why these excuses usually don’t hold water.
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Ep 42: What We Wish You Knew About the Financial Industry
As financial professionals, there are things that we wish everyone knew and understood about the financial industry. Today we are going to share some of the tricks that sometimes get played and how to spot them.
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Ep 24: Why the Final Decade Before Retirement is Crucial
When you’re in the red zone in football, you need to capitalize on the opportunities and not make costly mistakes. The same thing goes when you’re in the red zone leading up to your retirement years. We’ll explain why.
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Ep 10: 5 Types of Financial Risks
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.
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Ep 7: The Challenges Facing Baby Boomers in Retirement
We work with many, many Baby Boomers so we see and hear the concerns they have heading into retirement. Let’s discuss what challenges are facing this generation and where mistakes often get made during the planning process.
Read MoreThe Retirement Huddle
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
5 Tax Strategies to Consider Before Year-End
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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