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MASON & ASSOCIATES, LLC

Creating a Purposeful Portfolio within the Thrift Savings Plan

John Mason, CFP®, discusses the importance of creating a purposeful portfolio within the Thrift Savings Plan.

ℹ️ About the Episode:

• We recommend Lifecycle Funds to many of our clients.

• If not working with an advisor, be aware, these funds are dynamic.

• A stock heavy portfolio today will likely be bond heavy into the future.

• A qualified advisor should help you continuously monitor these funds.