Dollars & Common Sense

A discussion on the tax consequences of gifting, charitable giving strategies, inherited annuities and more.

Kevin & Allison continue discussing year-end planning ideas, share thoughts on tax loss harvesting, roth conversions and RMDs.

Hear our thoughts on the election and get ahead with year-end tax planning.

What steps should you take with the sudden loss of a loved one or spouse?

It's Medicare open enrollment season. Listen to hear how Medicare works and advice on healthcare.

What you need to know about the Election and it's impact on the Market. Then planning for risk - a high level overview of Property & Casualty and Life Insurance coverage.

Kevin & Allison touch on the FICA tax deferral pit falls you should be aware of and then dive into the invisible effects of inflation and how to combat it by investing for growth.

In this episode of Dollars & Common sense we discuss retirement savings checkpoints. Find out where you stand and how much you should have in savings at various ages. We also discuss which "bucket" to save to and when. DO you save to the 401K or brokerage account first or do you make debt or student loan payments?