Live with MainStreet

Live with MainStreet – EP 20 2018 Financial To-Do List

Posted by Anna Sergunina on Jan 4, 2018

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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?

Anna Sergunina

anna@mainstreetplanning.com

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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Live with MainStreet – EP 20 2018 Financial To-Do List