Live with MainStreet – Ep 19 Financial Reset for 2018

Live with MainStreet

Live with MainStreet – Ep 19 Financial Reset for 2018

Financial Reset for 2018

Questions include:

  1. Is there anything we need to do right now about the tax bill and our taxes for 2017?
  2. Protecting inheritance from failed marriages.
  3. Any recommendations for portfolio rebalancing?
  4. What are your recommendations for Cash holdings?
  5. When should I start taking Social Security?
Anna Sergunina
Anna Sergunina

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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