Pathfinder Worksheet: What Issues Should I Consider When Dealing with High Inflation?

News about inflation is everywhere these days and we are all experiencing it in some form or another whether at the gas station, grocery store or the summer vacation you may (or may not) have taken. Depending on your lifestyle, experiences around inflation may even be significantly different from those of your friends and family. In fact, you may not even realize all the ways in which inflation is affecting your financial life. While the long term inflation rate may not stay at these elevated levels, it does provide a good opportunity to step back and evaluate areas that could be addressed in order to make a difference and protect your financial future. The checklist below lists a few topics with specific examples of areas to review. While each one may not be applicable to your situation, perhaps there will be a topic that resonates with you. If you have any questions or would like to discuss this topic further, please don’t hesitate to contact your QA advisor. If you’re new to QA, please click here to connect with us.

 

KEVIN LAWSON, CFP®, CFTA
Managing Director

 

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This document has been prepared by fpPathfinder LLC and is furnished to you by QA Wealth Management, a division of Quantitative Advantage, LLC (QA), under license from fpPathfinder. While QA believes that the information in the document provided by fpPathfinder is reliable, QA does not guarantee that the information is accurate, complete, or current, and is not responsible for any loss caused or alleged to be caused directly or indirectly by the information.

QA and its wealth management advisors do not provide legal, accounting or tax advice. Our advisors have general knowledge of certain matters included in this information, but individual situations may require the advice of licensed legal, accounting and tax professionals.

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