How worried should investors be about inflation in 2022? Liz Ann Sonders and Kevin Gordon of Schwab offer a comprehensive outlook for the coming year. Waiting to talk finance with a parent in cognitive decline is a major risk. That’s according to Ralph Bender, founder of Enduring Wealth Advisors in Temecula, California. He describes the steps to take now. Can you care for a special needs child after you pass away? It’s possible with a three-part plan, as Chartered Special Needs Consultant Michael Beloff explains.

2022 U.S. Market Outlook: Under Pressure — The Leading Economic Index (LEI), shows that the U.S. economy remains strong and well above the pre-pandemic high. Inflation has been a relatively dormant issue for the past decade, but companies are now facing strains from higher prices and the inability to find skilled workers. Investors need to remain extremely alert to the risks of monetary policy, inflation, speculative froth, and ongoing virus concerns. But what ultimately matters is not what we know about the future; it’s what we do along the way. Read more…

Waiting To Talk Finance With An Aging Parent In Cognitive Decline Is A Mistake, Experts Say — “Waiting until a senior’s decline is evident may already be too late,” said certified financial planner Ralph Bender, founder of Enduring Wealth Advisors in Temecula, California. When is the right time for adult children to address their parents’ aging needs? Deborah Nason of CNBC describes the timing and the steps to take. Read more…

If You Have A Child With Special Needs, Here’s How To Plan For Their Life After You Pass — “The three main structures a family should put in place to provide future protection for their child relate to money management, self-care and housing,”  Michael Beloff, partner and Chartered Special Needs Consultant with Belvedere Wealth Partners in Stamford, Connecticut, discusses how parents can create a plan. Read more…

 

John R. Day, Bill Ennis, Stephanie Hall, and Matt Heller

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