In todays conversation, were going to focus on six key reasons why a Roth conversion might be a game-changer for your financial future. As the dreaded April 15 tax deadline approaches, Mark is here

Have you ever wondered what happens when you decide to give us a call? In this episode, we're pulling back the curtain to give you an inside look at how we guide our listeners through the preliminary

Its that time of the year when Christmas music is playing everywhere you go. We all have our favorites, and we also have songs we start getting tired of hearing. But for the most part, the music adds

Welcome back to The Retirement Huddle podcast! In todays episode, Mark is going to tackle some of the unanswerable questions that often pop up when planning for retirement. From predicting market cra

What can our favorite cereals teach us about financial planning? Much like selecting cereal, choosing financial products involves a myriad of options, each with its own set of benefits and drawbacks.

In todays episode, were going to discuss some of the unreasonable requests that can arise during the retirement planning process. Tune in as we tackle some common misconceptions, dissecting why the

The classic film, Forrest Gump, is filled with loads of memorable lines that many of us know and love. In todays episode, were going to explore the unexpected financial lessons that are hidden withi

In this episode of The Retirement Huddle, were diving into the world of retirement income gaps. Mark shares his insights on the different types of gaps individuals may encounter during retirement a

Have you ever wondered why Mark works in the financial planning business? What drove him to start Howard Financial Group? In this episode, Mark opens up and shares his influences, dreams, and goals to

Social Security is a big part of what we discuss with clients on a daily basis because the majority of us will rely on this retirement benefit for income after weve stopped working. Despite its impor