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