Live with MainStreet

Live with MainStreet – EP 27 – Funding Education

Posted by Anna Sergunina on Aug 9, 2018

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In the August 2018 episode of Live with MainStreet, Anna and Liz answer client questions on funding education. They’ll discuss:

529 plans: the best plans out there, including a review of fee structures and investment options
What’s an appropriate amount to save depending on college choices
How early should you start saving
How the new Tax Cut and Jobs Act passed in 2017 changed funding education options to include private school options before college

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.

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Live with MainStreet – EP 27 – Funding Education