High inflation has been on everyone’s mind, and many are wondering what they can do to take action. With guidance, clients will be able to explore ways to address high inflation and set their financial expectations appropriately.
This checklist covers key issues to consider when dealing with periods of high inflation, such as:
The impact inflation may have on our client’s cash flow and budgeting.
The effects of inflation on our client’s assets, and solutions that may be considered to mitigate those effects.
Certain tax planning ideas may be relevant to your client in light of high inflation.
Other miscellaneous areas of our client’s financial plan may be affected by high inflation.