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    UnavailableYear-End Financial Review
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    Year-End Financial Review

    FromFor Your Benefit

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    Currently unavailable

    Year-End Financial Review

    FromFor Your Benefit

    ratings:
    Length:
    53 minutes
    Released:
    Dec 27, 2021
    Format:
    Podcast episode

    Description

    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
    Released:
    Dec 27, 2021
    Format:
    Podcast episode

    Titles in the series (28)

    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.