Checklist

ISSUES TO CONSIDER IN A TIME OF HIGH INFLATION

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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:  

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.

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. 

This checklist covers:

  • Cash flow (your income and expenses)

  • Assets and Debts

  • Tax Planning

  • 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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