In July 2022, Larry Swedroe – Chief Research Officer at Buckingham – published his latest economic brief. He states, “inflation running hotter than markets expect” will be one of the two biggest risks facing our economy.
Are you concerned about rising inflation?
These days, there’s no getting around the rising inflation topic, and you likely have many questions. For many, this topic makes them feel uncertain about how their financial planning goals will be affected. After all, inflation affects many different areas of the financial plan, including:
- Living expenses
- Spending levels
- Income needs
- Portfolio withdrawals
- Market volatility
For this reason, I’m encouraging everyone to get a copy of my financial planning checklist, “What Issues Should I Consider When Dealing With High Inflation”. Click here to download this checklist
Rising inflation will potentially affect many areas of your financial plan. The inflation checklist helps you identify where there’s risk and sheds light on opportunities to improve your situation.
Use the checklist to explore the following issues:
- The effect inflation may have on your cash flow and budgeting.
- Inflation’s consequences for your assets and the solutions that can mitigate the damage.
- Tax planning ideas that may be relevant to you during inflationary periods.
- Miscellaneous areas that high inflation may affect.
Why Is this resource Relevant?
Unfortunately, most people take no action (or worse, make hasty decisions), which may hurt them in the long run. Whether you’re newly retired or still working toward retirement, this financial planning resource can pave the way for better planning and decision-making during the current and future inflationary periods.
You deserve to be confident that you have the best chance to enjoy your dream retirement. I would like to discuss this resource with you, as well as a plan which helps you to take control of your finances. Click here to download this checklist