For Your Benefit
Finance Review for the New Year
Host Bob Leins, CPA® welcomes Brian Kurrus, CFP®.
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
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