Laura Hawley – CFP®, President at Allen & Company
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)
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
About LAURA HAWLEY
Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.
A CERTIFIED FINANCIAL PLANNER™, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.
Laura’s holistic approach to financial planning, and her passion...