Financial Planning & Investment Newsletter

In This Issue: Second Quarter 2022 Financial Planning & Investment Newsletter

Each quarter we cover Financial Planning & Investing topics that apply to you.  We cover a variety of topics to point out timely information. See what’s in our Financial Planning & Investing Newsletter Second Quarter 2022 Edition!

Investing:

Will We Get Relief From Inflation?

We’ve been quite vocal over the last 18 months about our views on inflation. Namely, that we are shifting away from a 40-year period of low inflation to a new regime of higher and stickier inflation. We still firmly believe this to be the case. But economies move in cycles. And to steal a phrase from theater, we may be in the closing chapter of Act 1, “Inflation Makes a Comeback,” thanks to the Russia invasion. This month’s newsletter looks at how we think the inflation story may play out over the rest of 2022, trying to answer the question, “Will we get relief from inflation?”

Read the rest of the article here.

Tax Season Review

The 2021 tax season is officially behind us!  Each year, by the end of May we are able to breathe a sigh of relief that tax season is complete.  Did you know over the past few years there have been some really unusual factors that have made tax preparation and planning more challenging than ever? 

To see more of the changes in tax preparation here!

Retirement Saving Strategies for High Income Earners [Video + Free PDF]

One of the most common questions we get from high earning business owners and corporate executives is: how can I be saving more money for retirement?

Let’s consider the 401(k) limits for 2020. You can put $19,500 ($26,000 if over the age of 50) into your 401(k) pre-tax. While that is a good amount, depending on your expected retirement lifestyle, that may not be enough for you to live in retirement comfortably. In this video and post, we’ll look at retirement saving strategies and tax saving tips for high income earners. 

See the video here!

Second Quarter 2022 Financial Planning & Investment Newsletter

If you’d like to catch up on our last newsletter you can read it at this link!