Live with MainStreet – EP 21 Protection

Protection

Live with MainStreet

Live with MainStreet – EP 21 Protection

Posted by Anna Sergunina on Feb 8, 2018
2 Likes

Protection

Jim and Anna answer client questions on Social Security, insurance, and identity theft protection. This month’s questions include:

  1. Given that the Social Security System is going to be paying more than it receives by 2022 and according to estimates it will run out of monies by 2034, How does one manage the risk of Government reducing the benefits in the future and plan for retirement?
  2. In estate planning, what can you do to protect assets (from creditors)?
  3. How do we protect the income we’re earning?
  4. Are these identity theft protection services worth purchasing?
  5. Do you recommend umbrella insurance to all of your clients?
Anna Sergunina
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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