Jan 18, 2024
In today’s conversation, we’re 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 to share why this strategic tax approach makes sense for just about everyone and is a great retirement vehicle to...
Jan 4, 2024
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 process at Howard Financial Group.
Here’s some of what we discuss in this episode: