Live with MainStreet – Ep. 6 End of Year Planning

Live with MainStreet

Live with MainStreet – Ep. 6 End of Year Planning

End of the year planning Tips

Topics Discussed

  • Setting S.M.A.R.T Goals
  • What do you need to think of at the end of the year? The “use it or lose its”.
  • Review your benefit selections. Especially Health insurance and can you get a legal plan?
  • Start thinking now!
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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