High inflation can affect more than the cost of everyday purchases. It may also influence your cash flow, retirement income, investment portfolio, debt, taxes, insurance coverage, and long-term financial goals.

This complimentary High Inflation Planning Checklist from Matt Holbrook, CFP® can help you review how rising costs may be affecting different areas of your financial life and identify topics that may deserve a closer look.

Topics include:

• Living expenses, cash flow, and emergency savings
• Retirement income and Social Security considerations
• Investment allocation and fixed-income holdings
• Cash reserves and variable-interest-rate debt
• Tax planning and Roth conversion considerations
• Insurance coverage, estate planning, and financial goals