Live with MainStreet

Live with MainStreet – EP 18 End of Year Planning

Posted by Anna Sergunina on Nov 6, 2017

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Today’ we’re talking about End of Year Planning.
Topics covered

1. Check your credit report
2. Do you have a spending plan? Are you on track?
3. Simplify financial records
4. Look at your investments for rebalancing
5. Check your RMD’s
6. Is your estate plan current?
7. Review your benefits
8. What are your 2018 goals?

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 18 End of Year Planning