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