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

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com