LIVE WITH MAINSTREET – EP 31 – 2019 To-Do List

2019 to-do list

Live with MainStreet

LIVE WITH MAINSTREET – EP 31 – 2019 To-Do List

In the January 2019 episode of Live with MainStreet covering a 2019 To-Do List, Jim, Liz and Cynthia answer client questions on how to start the year off the right way.

Some of the highlights:

  • Find out if its too late to make retirement contributions for prior years.
  • Hear a discussion covering main differences in tax laws between 2017 and 2018, and what to be concerned with
  • 5 smart to-do’s to do to start off 2019


MainStreet Team
MainStreet Team

MainStreet Financial Planning, Inc., an independent fee-only financial planning firm was founded in Maryland in 2002 by Jim Ludwick, CFP® who passionately believed that financial planning advice should be accessible to people from all walks of life without product sales and investment management services. In 2006 Anna Sergunina, CFP® joined the team and together they grew MainStreet Financial to a nationally recognized company, with a team of 6 staff members and 5 offices across the country.

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