On Target: Financial Goals for 2023
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Description
January 23, 2023 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Joe Sullender, CFP®. It’s the beginning of a new year. Are you on target to reach your financial goals? Today’s discussion will focus on key concepts including:
Building an asset allocation plan for your goals
Understanding risk
What to focus on when the market is down
Roth conversions
TSP contributions & catchup changes
Managing TSP in retirement
For questions or comments, email us in advance at [email protected]
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