Insight by NITP, Inc.

Financial Planning Mistakes to Avoid at Each Career Stage

Insight by NITP, Inc.

April 29, 2019 – Host Bob Leins, CPA® welcomes Joe Sullender, CFP® to discuss mistakes to avoid and critical steps to make at each stage of your Federal career.

  • The importance of making saving a priority early
  • Consequences of not being aggressive enough
  • Benefits of taking advantage of tax shelters
  • The importance of doing the calculations and adjusting investment mix as retirement nears
  • Why it is critical to understand your benefits

 

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