Money Date – Your Last Minute Year End Financial Planning Checklist

Money Date – Your Last Minute Year End Financial Planning Checklist

Posted by Anna Sergunina on Nov 10, 2019
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Want to get a jump-start on 2020? Tackle your end-of-year finances with this easy, last-minute checklist.

In today’s Money Date, your host, Anna Sergunina, CFP®, is going over the things you can add to your financial “to do” list as we approach the end of the year.

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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