Live with MainStreet – Ep. 7 End of Year Planning

Live with MainStreet

Live with MainStreet – Ep. 7 End of Year Planning

Starting 2017 On The Right Financial Foot

Today we talk about Financial Best practices to help you start the year off right.

Topics include

-Set goals and targets

-Financial Dates

-Break down the year (quarterly or monthly)

-Have an Accountability partner

-Think of the whole picture

-Write out your vision and review frequently

Questions Asked by our viewers

1.     With the holidays upon us, how, when, and to what extent, do we help our children with financial needs

2.     Given the Cabinet and other appointees for President-Elect Trump, what would be the first thing you would recommend retirees consider in 2017?  Or anyone, for that matter!

Anna Sergunina
Anna Sergunina

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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