Checklist
ISSUES TO CONSIDER IN A TIME OF HIGH INFLATION
A checklist for anyone — young couples, families, mid-career professionals, and retirees — who want to assess critical financial matters during high inflation.
Our detailed checklist helps you to make sound financial decisions in the face of high inflation:
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Maybe you are building a career and paying off student debt. Perhaps you run a successful business, medical or legal practice, or are part of a management team. Or maybe you are already enjoying retirement. High inflation can damage your finances in whatever phase of life you are in.
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But there are things you can do now to assess and protect your financial situation and make choices to manage the impact of inflation proactively.
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This checklist covers:
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Cash flow (your income and expenses)
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Assets and Debts
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Tax Planning
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Insurance and charitable giving
High inflation doesn’t mean you have to change your long-term financial goals, but it is crucial to make wise choices to help defend yourself against inflation’s challenges.
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Click the button below to download the checklist, “What Issues Should I Consider When Dealing with High Inflation?”
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