Live with MainStreet

Live with MainStreet – EP 21 Protection

Posted by Anna Sergunina on Feb 8, 2018

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Protection

Jim and Anna answer client questions on Social Security, insurance, and identity theft protection. This month’s questions include:

Given that the Social Security System is going to be paying more than it receives by 2022 and according to estimates it will run out of monies by 2034, How does one manage the risk of Government reducing the benefits in the future and plan for retirement?
In estate planning, what can you do to protect assets (from creditors)?
How do we protect the income we’re earning?
Are these identity theft protection services worth purchasing?
Do you recommend umbrella insurance to all of your clients?

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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Live with MainStreet – EP 21 Protection