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

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com