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Financial Planning Checklist: How to Deal With High Inflation

June 16, 2022 by John Williams

Let’s shed some light on opportunities to improve your situation in the wake of high inflation.

Rising inflation: There’s no getting around this topic right now, and you probably want to know how it will affect your financial planning goals. After all, inflation affects many different areas of the financial plan, including living expenses, spending levels, income needs, portfolio withdrawals and volatility. 

This inflation checklist can help you identify where there’s risk, and shed light on opportunities to improve your financial situation. Use the checklist to cover 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. 

Unfortunately, most people take no action (or worse, make hasty decisions) during times like these, which may hurt them in the long run. This checklist can pave the way for better planning discussions and decision-making during the current inflationary period.

Download the Checklist

Category: Personal Finance, VideosTag: Financial Planning Checklists, How to Hedge Against Inflation, Inflation
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