Live with MainStreet – Ep. 11 Spring Cleaning and Vacation Prep

Live with MainStreet

Live with MainStreet – Ep. 11 Spring Cleaning and Vacation Prep

Spring Cleaning and Vacation Prep tips

Spring Cleaning and Vacation prep tips include:

Anna

-Filing System

-Change passwords

-Online Security/Vertual Storage

Eric

-Storage units

Jim

-Bills on automatic payment

-Update your estate plan

-Make a copy of your passport, driver’s license, credit cards (both sides)

 
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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