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

Posted by Anna Sergunina on Nov 11, 2016
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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
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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