Got a bonus? What is the best plan for it

Got a bonus? What is the best plan for it

Got a bonus? What is the best plan for it

What is the Money Date? A weekly time to check in. 3 things we review and update: 1. Spending 2. Earning 3. Savings

In this episode of Money Date, Anna shares ideas for how to use a year-end or quarterly bonus payment. She’ll cover ways to reward yourself, pay off debts, adding funds to your emergency or curveball account, or saving more for retirement.

 

 

Anna Sergunina
Anna Sergunina
anna@mainstreetplanning.com

I’m Anna Sergunina, CFP®, President & CEO of MainStreet Financial Planning, Inc. For over 20 years, I’ve helped families prepare for retirement with clarity and confidence — simplifying money decisions so they can enjoy the life they’ve worked hard for. Outside of work, I’m a mom of two, always balancing family life with my passion for guiding others toward financial freedom.

Get Started with Anna’s team

Stay updated on future articles, shows, and podcasts