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Podcast: For Your Benefit
Episode:

Finance review for the new year
Category: Government & Organizations
Duration: 00:52:32
Publish Date: 2024-02-05 16:09:39
Description:

February 5, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Brian Kurrus, CFP®. The new year is a great time to review:

  • Investment allocations and rebalancing needs
  • Cash flow and budgeting for the new year
  • Retirement contributions, plans and projections
  • Insurance coverage, needs and premium changes

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
Total Play: 0

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