Certified Wealth Management & Investment
Princeton Forrestal Village
Kurtis Baker, CFP®, AIF®
Retirement Planning Advisor
116 Village Blvd.
Suite 200
Princeton, NJ 08540
609-716-4700
kbaker@cwmi.us
www.cwmi.us
 
 




Impact of Inflation on Investment Returns Calculator
Impact of Inflation on Investment Returns Calculator

Inflation can have a powerful effect over time on the actual return of your investments. Unless your portfolio's return outpaces inflation, you may actually be losing purchasing power, even if the dollar amount of your portfolio is growing.


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IMPORTANT DISCLOSURES

Certified Wealth Management & Investment, LLC does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 
This communication is strictly intended for individuals residing in the state(s) of NJ. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019.