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 ForYourBenefit@nitpinc.com
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