Hosted by: Laura Hawley Special guest: Chad Jones

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Chad Jones – CFP®, Financial Advisor at Allen & Company
Dana Hurley – Financial Advisor at Allen & Company

In this episode, we discuss Year-end Tax planning and preparation, Capital Gains within your portfolio, the importance of a Flex Spending Account, the difference between a Tax Credit and a Tax Deduction, and a look back with a year-in-review of 2016.

In this episode we cover:

• Discuss Tax applications that you can make during this time of year (1:28)
• Capital Gains Distribution and how it can work against an investor (4:13)
• Tax Law changes that may benefit you over the next couple of days (7:58)
• Handling year-end Charitable Contributions (8:54)
• Flex Spending Account and why it’s so important (11:06)
• The importance of an HSA account (14:33)
• The new features of Energy Tax Credits (15:15)
• The Difference between a Tax Credit and a Tax Deduction (16:35)
• Year end review (20:23)
• Topics that Investors should be thinking about when it comes to their own Portfolios (36:53)

Links From the Show:

• Brian Wesbury
• Dow Jones
• The Lakeland Center
• Lakeland Chamber of Commerce

Tweetable Topics:

Only 31% of final decision makers in families say they have a financial plan. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

According to the Employee Benefit Research Institute, 46% of all American workers have less than $10,000 saved for retirement. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

Its time in the market, not timing the market that is the most important thing. – Dana Hurley, Financial Advisor at Allen & Company

Social Security was always meant to augment your retirement savings, it was never meant to be the plan. – Chad Jones, CFP®, Financial Advisor at Allen & Company

Connect with:

Laura Hawley – CFP®, Senior Vice President at Allen & Company
Allen & Company – Laura Hawley

Chad Jones – CFP®, Financial Advisor at Allen & Company
Allen & Company – Chad Jones
LinkedIn – Chad Jones

Dana Hurley – Financial Advisor at Allen & Company
Allen & Company – Dana Hurley
LinkedIn – Dana Hurley