『Finance review for the new year』のカバーアート

Finance review for the new year

Finance review for the new year

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 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 ForYourBenefit@nitpinc.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
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