Live with MainStreet

Live with MainStreet – Ep. 5 Planning for the Holidays

Planning for Holidays

Posted by Anna Sergunina on Oct 20, 2016

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Planning for Holidays

1. Financial Gifting – wiring outright checks in substantial amounts. What are tax considerations? Gift tax limits? What is the timeline to get these in for 2016 tax year to benefit from deductions?

2. Donations instead of gifts – charities, non-profit organizations

3. If you want to give actual gifts – how to earn more disposable income?

4. Creating a holiday spending plan – think about where you will be spending extra money? Gifts, eating out, holiday entertainment

5. Non monetary gifts – You don’t have to spend money. Can you volunteer your time?

6. Holiday stress – tips & ideas to overcome

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. 5 Planning for the Holidays