Description

What does an Octopus have to do with Inflation?

1. Inflation Adjustments
2. Bonds
3. Preferred Stocks
4. Equities
5. Create a Tax Asset
6. Is now the time to make a gift
7. Sequence of Return Risk
8. Emotional Reaction

Have you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning?

Taking advantage of THE BUNDLE

To a prosperous and happy 2022!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE