Year-End Financial Review
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