Octopus and Inflation – What's the catch? S1


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


Radio / Podcast:

The Professional Edge Radio Show

Sean G. Todd, Tax Attorney / CPA Certified Financial Planner™ practitioner
Sundays 9-10:00 am


Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®.
View Archive ⟶

More Posts

What Is An Estate Planning Lawyer

What Is An Estate Planning Lawyer

Are you looking to protect your assets and ensure your wishes are met after you’re gone? An estate planning lawyer can help. Your estate planning