Got a bonus? What is the best plan for it

Got a bonus? What is the best plan for it

Got a bonus? What is the best plan for it

What is the Money Date? A weekly time to check in. 3 things we review and update: 1. Spending 2. Earning 3. Savings

In this episode of Money Date, Anna shares ideas for how to use a year-end or quarterly bonus payment. She’ll cover ways to reward yourself, pay off debts, adding funds to your emergency or curveball account, or saving more for retirement.

 

 

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.

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