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    Finance review for the new year

    Finance review for the new year

    FromFor Your Benefit

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    Finance review for the new year

    FromFor Your Benefit

    ratings:
    Length:
    53 minutes
    Released:
    Feb 5, 2024
    Format:
    Podcast episode

    Description

    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 ForYourBenefit@nitpinc.com
    Released:
    Feb 5, 2024
    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.