High Inflation Checklist

High inflation has been on everyone’s mind, and you may be wondering what you can do to take action.

With a little guidance, you will be able to explore ways to address high inflation and set your financial expectations appropriately.

To help you get ahead and be better-prepared to navigate High Inflation, we’ve created the High Inflation Checklist for planning around this challenging topic.

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

• The impact High Inflation may have on your cash flow and budgeting.

• The effects of High Inflation on your assets, and solutions that may be considered to mitigate those effects.

• Certain tax planning ideas that may be relevant to you and your family in light of high inflation.

• Other miscellaneous areas of your financial plan that may be affected by high inflation.

More Financial Planning Resources

To help you navigate High Inflation and many other critical areas of your financial future, we’ve created a wide range of checklists, flowcharts, guides, and other resources like the ones listed below. Get Started on your financial plan today – click here to book a quick Zoom Meeting or Phone call.

Estate Planning Guide

This Estate Planning Guide covers 19 of the most important planning issues to identify and consider before updating your estate plan. It’s structured as follows:

• Beneficiary & Fiduciary Issues

• Assets & Property Related Issues

• Minors & Children Related Issues

• Other Issues

Reviewing Your Estate Plan

Is it time to review your Estate Plan? Here are a couple of reasons it might make sense to book a meeting with a Certified Financial Planner™ Professional today.

• You have experienced a change in family circumstances and you’d like to alter the amounts, timing, and/or recipients of wealth transfers under your plan;

• You want to confirm that your General and Health Care Powers of Attorney and Living Will are up-to-date, in light of any changes in state law or personal preferences; or

• You would like to refresh your understanding of your documents and the relevant rules.

Whatever the case may be, it is important to review your estate plan periodically. Nevertheless, you might be reluctant to address the subject or review your documents on your own. This is natural, but we can help guide you through the complexities to ensure your wishes are carried out, and your family and assets are protected.

To facilitate a productive meeting, we have created an Estate Planning Guide that outlines 18 considerations that are fundamental to an estate planning review – Click Here to Download the Estate Planning Guide.

While the Estate Planning Guide can help us spot good ways to identify all the different opportunities to consider, we are always available to meet with you to discuss your finances and goals, and to identify what the best opportunities are for you.

Please contact us today to schedule a time to discuss this further, or click here to book an appointment now.