Are you feeling the pinch of inflation? Does filling up your car at the pump have your budget feeling tight? Maybe you have considered stopping your automatic investments to increase cash flow? In this episode, Melissa Fradenburg, CDFA®️ will share some tips on what you can do to ease the pressure as well as what NOT to do in the current inflationary environment.
Resources:
- Learn more about Pearl Planning.
- Read blog 5 Questions to Ask When Stocks Are Down.
- Read blog Tax Loss Harvesting – A Guide for Making the Most of a Down Market.
- Watch Financial Wellness in a Bear Market.
- Read about Beyond Investment Illusions.
Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.
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