Live with MainStreet
Live with MainStreet – EP 20 2018 Financial To-Do List
2018 Financial To-Do List
Jim and Anna answer client questions to start the year. This month’s questions include:
1. What are your predictions for the stock market in 2018?
2. Do you have any savings account recommendations?
3. When should we consider rebalancing our portfolio?
4. What’s the best credit card for frequent travelers?
5. Can you share best practices for taking RMDs or Required Minimum Distributions?
6. How will the new tax law impact people close to or in retirement?