When Can I Retire? Will I Have Enough Money?
Listen now
Description
February 27, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Brian Kurrus, CFP® to talk about questions to ask yourself before setting a retirement date. Have you saved enough for retirement? What investment changes should you consider? What can derail your retirement plans? For questions or comments, email us in advance at [email protected]
More Episodes
February 26, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes back our original program guests Tammy Flanagan, NITP Senior Benefits Director, Karen Schaeffer, CFP®, Marc Levine, Esquire, and Tom O’Rourke, Counsel. This is our final episode. We have enjoyed our weekly conversations for...
Published 02/26/24
Published 02/26/24
February 12, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Marc Levine, Esquire. We will discuss how your assets pass to your loved ones: Through joint ownership of land; Through joint ownership of bank and brokerage accounts; Through government beneficiary forms (including new...
Published 02/12/24