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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.

May 16, 2024

When it comes to retirement planning, one critical aspect that’s often overlooked is the designation of beneficiaries. It's not just about who you want to inherit your assets; it's about making sure that your wishes are carried out smoothly and without legal complications. Let’s talk about some of the common mistakes we see people make when it comes to the beneficiaries of their accounts…

 

Here’s some of what we discuss in this episode:

  • Naming minors as beneficiaries
  • Not coordinating your beneficiary designations and your will
  • Not naming alternative or successor beneficiaries
  • Naming your estate as a beneficiary
  • Making errors on the application

 

Want to get in touch with Mark? 

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