DiscoverFor Your BenefitFinance review for the new year
Finance review for the new year

Finance review for the new year

Update: 2024-02-05
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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

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Finance review for the new year

Finance review for the new year

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