Live With MainStreet – EP 25 – Travel and Other Big Expenses

Travel and Other Big Expenses

Live with MainStreet

Live With MainStreet – EP 25 – Travel and Other Big Expenses

Posted by Anna Sergunina on Jun 14, 2018
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In the June 2018 episode of Live with MainStreet, Jim and Anna answer client questions related to travel.

  1. When should you purchase travel insurance?
  2. Under what conditions, if any, should you NOT purchase travel insurance?
  3. Since most of my travel now is for medical treatment, is there any way to write off any of it?
  4. Based on your frequent travel, do you have any money saving tips?

 

 

 

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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