For Your Benefit

Year-End Financial Review

December 27, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Brian Kurrus, CFP®.  As the year comes to a close it is a good time to review your finances.  Today’s discussion will focus on:

  • Year-end tax strategies
  • Retirement contributions
  • Reviewing your budget
  • Setting financial goals for the new year
  • Rebalancing investment accounts

For questions or comments, email us in advance at