Description
In this class we will discuss how to protect your money from falling rates, volatile markets, skyrocketing debt, and higher future taxes. You will learn:
- How to keep pace with inflation without taking risk
- Why it is important to understand the relationship between inflation, stock market values, and bond risk
- How to use the best fixed rate management strategy as rates are at 25-year highs
- How inflation will affect your TRUE Social Security COLA increases
- How to offset higher Medicare Premiums and be sure you don’t get snagged by Social Security taxation and Medicare “IRRMA” increases
- What to expect now that President Trump has his own Federal Reserve Chair in power
- Three tax free opportunities to use now before the law changes in 2028