Podcasts Government For Your Benefit Year-End Financial Review

Year-End Financial Review

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

b'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'