Live with MainStreet – EP 18 End of Year Planning

Live with MainStreet

Live with MainStreet – EP 18 End of Year Planning

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 Sergunina

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.

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