For Your Benefit

On Target: Financial Goals for 2023

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

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