Goal Setting and the Importance of Time Horizons

Host Bob Leins, CPA® welcomes Joel Cundick, CFP®.  All good financial plans start with clear goals. 

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Income Tax Questions Answered

February 1, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Tom O’Rourke. It’s the beginning of tax season.  Today’s program will focus on…

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What’s New for Federal Employees and Retirees in 2021?

January 25, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Bob Braunstein, Federal Benefits Specialist. New health, dental and vision plans A major…

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