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
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.

Get Started with Anna

Stay updated on future articles, shows, and podcasts