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@adviceonly.net

I passionately believe that in order to live a life of fulfillment and joy, we must genuinely serve each other in any way possible. I found my mission in life to serve others via financial planning. Anna regularly writes about personal finance. Her work appears on Business Insider, Nasdaq, Nerdwallet, among others. Anna is the creator of Money Flow system.

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