Podcasts Government For Your Benefit Year-End Financial Review

Year-End Financial Review

Published: Dec. 27, 2021, 4:50 p.m.

December 27, 2021 on ForYourBenefit, host Bob Leins, CPA\xae welcomes Brian Kurrus, CFP\xae. As the year comes to a close it is a good time to review your finances. Today\u2019s discussion will focus on:\n\nYear-end tax strategies\nRetirement contributions\nReviewing your budget\nSetting financial goals for the new year\nRebalancing investment accounts\nFor questions or comments, email us in advance at ForYourBenefit@nitpinc.com