What does an Octopus have to do with Inflation?
- Inflation Adjustments
- Preferred Stocks
- Create a Tax Asset
- Is now the time to make a gift
- Sequence of Return Risk
- 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