Wednesday, June 12, 2024

How to Preserve Your Assets and Make Money in a Recession

An angry bear market, inflation raising prices on everything, interest rates still rising, a huge tax bill embedded in your retirement accounts, and income taxes that never go away. If you're retired, or still in the "red zone" (ten years or less away from retirement), inflation and recession can stop your dreams in their tracks. A CFP® will teach you how to position your assets to protect them from inflation and market risk.. The goals of this class are: limit the risk of principal loss from your portfolio, reposition your assets to maintainsafer inflation-fighting growth, and generate the income you need.

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