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What Issues Should I Consider When Dealing With High Inflation?

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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.


Updated 12/1/2022

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