For Your Benefit

Finance review for the new year

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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 [email protected]

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    For Your BenefitBy Federal News Network | Hubbard Radio
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