For Your Benefit

Goal Setting and the Importance of Time Horizons

April 19, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Joel Cundick, CFP®.  All good financial plans start with clear goals.

  • What are the critical elements of a well-articulated goal?
  • What are time horizons, and how are they appropriately incorporated into good planning?
  • How can time horizons naturally point to appropriate investment strategies?
  • How can Federal employees use time horizons to retirement to properly allocate their TSP accounts?
  • Are rules of thumb the best way to evaluate where you stand on saving for retirement, or is there a better approach?

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