LIVE WITH MAINSTREET – EP 30 – End of Year Planning

end of year planning

Live with MainStreet

LIVE WITH MAINSTREET – EP 30 – End of Year Planning

In the November 2018 episode of Live with MainStreet, Anna, Jim, Liz and Cynthia cover End of Year Planning ideas. You’ll get last minute tips and tricks to make sure your close out the year in the right way.

Some of the highlights:

  • Check in on your credit reports. Its a good time to make sure you have a handle on your latest report and whether you need to think about a credit freeze.
  • Take the time to check in with your family members on how you’re doing. Check in on your financial goals and whether you’re working towards them.
  • Take your RMDs (Required Minimum Distributions), including any inherited IRAs.
  • Look at tax loss selling options. If some of your investments have taken a loss for 2018, you can consider selling those positions. It may reduce your taxable income.


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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