3 Lessons Learned in 2022 So Far | You’re Near or In Retirement from Financial Breakaway: Your Clear Path to Retirement

3 Lessons Learned in 2022 So Far | You’re Near or In Retirement

21 minutes Posted Oct 13, 2022 at 9:33 pm.

Intro

Observation 1: Inflation hurts retirees more

– Sidetrack: What is Inflation?

What can we learn: Find your own “Personal Inflation Rate”

Observation 2: Social Security COLA adjustment isn’t as advertised

What can we learn: How to figure out what your NET Social Security COLA really is

Observation 3: The biggest risk for retirees is happening to people for the first time in a long time

What can we learn: Strategies to protect against this risk

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Ryan Hitchcock

Financial Planner

High Point Capital Group

Direct: 414-253-4611

[email protected]

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.

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