Making Good Choices on Your Benefits

benefits choices

Making Good Choices on Your Benefits

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 the Money Date, Anna reviews Open Enrollment Season and how to make good choices for the year ahead. She’ll review different insurance options, why it’s important to take the time to review your employer’s benefit options, and discuss options on the open market, including Medicare choices.

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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