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
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
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...
Published 02/05/24