For Your Benefit

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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