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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:

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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