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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.

  1. All Episodes
  2. Ep 71: Putting Those Old Accounts to Work

Ep 71: Putting Those Old Accounts to Work

Feb 16, 2023

If you’re like most people, you probably have some financial accounts that you don’t give much attention. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use.

 

Today we’ll talk about some of the accounts that people tend to ignore for too long and why you shouldn’t. With some proper planning, you can probably find a better use for that money.

 

Here’s some of what you’ll learn in this episode:

·      Why you could be missing opportunities with your old 401ks. (1:09)

·      What you can do with old life insurance policies. (3:38)

·      What to do with money in savings accounts and CDs. (5:54)

 

Want to get in touch with Mark? 

https://retirementhuddle.com/
mark@howardfinancialgroup.com
888-511-7526