Don't Be Inflation's Victim

When arriving at a long-term wealth management plan, investors and their advisors need to estimate a number of critical variables. Likely future changes in state and local taxes, life cycle obligations (such as purchasing a home, paying for children's college educations, financing health care after retirement) and the need for an income stream separate from capital gains are just a few. Assumptions

When arriving at a long-term wealth management plan, investors and their advisors need to estimate a number of critical variables. Likely future changes in state and local taxes, life cycle obligations (such as purchasing a home, paying for children's college educations, financing health care after retirement) and the need for an income stream separate from capital gains are just a few. Assumptions about the likely course of inflation also help determine the minimum return required.

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