A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS.
Gifting & Charitable Giving10/12/2020 Duración: 45min
A discussion on the tax consequences of gifting, charitable giving strategies, inherited annuities and more.
Year-End Planning03/12/2020 Duración: 46min
Kevin & Allison continue discussing year-end planning ideas, share thoughts on tax loss harvesting, roth conversions and RMDs.
Thoughts on the Election & Year-End Tax Planning18/11/2020 Duración: 45min
Hear our thoughts on the election and get ahead with year-end tax planning.
Following the Loss of a Loved One30/10/2020 Duración: 46min
What steps should you take with the sudden loss of a loved one or spouse?
Medicare Planning19/10/2020 Duración: 43min
It's Medicare open enrollment season. Listen to hear how Medicare works and advice on healthcare.
The Election & The Markets23/09/2020 Duración: 44min
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.
FICA Deferral, Investing for Growth & Inflation17/09/2020 Duración: 45min
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.
Retirement Savings Checkpoints & How to Prioritize Savings03/09/2020 Duración: 45min
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?