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 ForYourBenefit@nitpinc.com

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 ForYourBenefit@nitpinc.com

Year-End Financial Review

Host Bob Leins and presenters from NITP, Inc., the national leader in Federal retirement planning seminars, present topics of interest to the Federal community including Federal benefits, Social Security, financial planning, TSP and estate planning.

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Year-End Financial Review

Year-End Financial Review