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Gift Giving Budget

Hosted by: Laura Hawley Special guest: Dana Hurley

December 7, 2016

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

Co-Host
Dana Hurley – Financial Advisor at Allen & Company

In this episode, we discuss Credit Card Debt and the stress and peril that the Holiday season can bring, how to handle Spending and Debt fears that tend to interfere with Holiday Cheer, alternative gift giving ideas, end of year Tax Planning, and common mistakes made during the Christmas Holiday Season.

In this episode we cover:

  • Economic compass (:50)
  • End of Year Financial Planning (6:30)
  • Retirement Plan Accounts, Benefit Savings Account, and Health Savings Account (14:18)
  • Holiday Spending habits and Budgeting (20:18)
  • Christmas Economic Compass and Christmas Statistics (30:48)
  • Gift alternatives and interesting ways to gift outside of the box (33:47)

Links From the Show:

Tweetable Topics:

Bottom line is, over the long term if corporate America is making money that’s the most important thing that you need to be tuned to. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

When it comes to the Market look at Earnings. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

Based on statistics the average US consumer spends about $830 on Christmas Gifts. – Dana Hurley, Financial Advisor at Allen & Company

Credit card debt of households in the United States is $3.5 trillion. – Dana Hurley, Financial Advisor at Allen & Company

1.76 billion Candy Canes are made in the United States alone. – Dana Hurley, Financial Advisor at Allen & Company

The average person will travel 275 miles for Christmas. – Dana Hurley, Financial Advisor at Allen & Company

Connect with:

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

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

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