For Your Benefit

Finance review for the new year


Listen Later

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]

    Learn more about your ad choices. Visit podcastchoices.com/adchoices

    ...more
    View all episodesView all episodes
    Download on the App Store

    For Your BenefitBy Federal News Network | Hubbard Radio

    • 4.9
    • 4.9
    • 4.9
    • 4.9
    • 4.9

    4.9

    9 ratings