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