Ep 60: Changes That Will Impact Financial Planning in 2022

The new year is always a good time to evaluate your plan and assess the areas where changes could impact your goals in 2022. Wade will take you through the biggest areas we’re watching at Chessman Wealth and what adjustments might need to be made to your financial plan moving forward. From inflation to taxes to Roth contributions, we’ll bring you up to speed on what’s new for 2022.

 

What we discuss in this episode: 

1:11 – Childcare Tax Credit incorrect statements

3:08 – Inflation

4:33 – Tax changes

5:38 – Annual exclusion for gifts

6:28 – Roth contributions

8:49 – How we handle changes with clients

10:44 – Final thoughts

 

 

Important Links:

Chessman Wealth Website: https://www.chessmanwealth.com

Call: 214-572-2120