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What Issues Should I Consider When Dealing With High Inflation?

Updated 12/1/2023

High inflation has been on everyone’s mind, and many are wondering what they can do to take action.

With your guidance, clients will be able to explore ways to address high inflation and set their financial expectations appropriately. Get ahead and be better-prepared to provide thoughtful answers on this challenging topic.

This checklist covers key issues to consider when dealing with periods of high inflation, such as:

  • The impact inflation may have on your client’s cash flow and budgeting.
  • The effects of inflation on your client’s assets, and solutions that may be considered to mitigate those effects.
  • Certain tax planning ideas that may be relevant to your client in light of high inflation.
  • Other miscellaneous areas of your client’s financial plan that may be affected by high inflation.
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What Accounts Should I Consider If I Want To Save More?
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What Issues Should I Consider If I Experience A Sudden Wealth Event?
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Should I Take My Pension As A Lump Sum?
Category: General, Retirement / Decumulation
What Issues Should I Consider When Starting Out Financially?
Category: General, Life Events
What Issues Should I Consider When Reviewing Cash Flow?
Category: General
What Issues Should I Consider When Funding An Unexpected Expense?
Category: General
Where Should My Next Dollar Go?
Category: General, Tax Planning
What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?
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