For Your Benefit

For Your Benefit

Finance Review for the New Year

Host Bob Leins, CPA® welcomes Brian Kurrus, CFP®.

January 30, 2024 1:52 pm

< a min read

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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