For Your Benefit

Finance Review for the New Year

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

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