Money Date – Must Do Money Moves Before the End of the Year

Money Date – Must Do Money Moves Before the End of the Year

Ready to knock a few financial “to do’s” off your list before 12-31? You don’t want to miss this episode!

In today’s Money Date, your host, Anna Sergunina, CFP®, is going over a few year-end money moves that you can make today!

Anna Sergunina
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.

Get Started with Get started with Anna’s team

Stay updated on future articles, shows, and podcasts