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Finance review for the new year
February 5, 2024 on\xa0ForYourBenefit, our host Bob Leins, CPA\xae welcomes Brian Kurrus, CFP\xae.\xa0The new year is a great time to review:\n\nInvestment allocations and rebalancing needs\n\nCash flow and budgeting for the new year\n\nRetirement contributions, plans and projections\n\nInsurance coverage, needs and premium changes\n\nFor questions or comments, email us in advance at\xa0ForYourBenefit@nitpinc.com