The Financial Storm Warning for Investors: How to Prepare and Protect Your Wealth from Tax Hikes and Market Crashes

Is an investors' "perfect storm" brewing? If you're not careful, it could sweep your wealth away. Long-dormant inflation looks to be catching fire. A stock market in overdrive may crash and burn for years. And taxes to fund deficits and social programs look to be rising to punishing levels not seen in a generation. This triple threat could mean a financial apocalypse from which many investors won't ever recover.

Getting straight talk on smart wealth management has never been more critical. With Social Security and Medicare tracking to go belly-up in a few short years, there will be dire consequences for millions. Already-retired boomers, living far longer than ever expected, will strain government resources and risk running out of money. Who will pay for it all? Without smart planning, your taxes may rise to confiscatory levels, sapping net worth and lifestyle quality. Your retirement lifestyle and legacy for your kids could get crushed. Some may never be able to retire.

Investors and savers of every age and stripe will want to pay careful attention to the concentrated wisdom in this book and take proactive steps to protect themselves while there's still time.

About author(s):

Jeff Camarda is a lifelong wealth researcher, author, advisor, educator, and thought leader. He has a burning desire to teach the smartest ways to build and keep family wealth. With an entertaining and clear style, he makes the most complex financial strategies easy to master, and fun to learn and apply. An award-winning wealth researcher and practical client coach, he's repeatedly earned "top advisor" accolades from Barron's, Forbes, Bloomberg and many others. With a master's and PhD in Financial Planning, he's completed the CFP(R), ChFC(R), CLU(R), CFS(R), BCM(TM), and gold-standard CFA(R) investments programs. He holds a Federal EA tax license, with unlimited IRS practice rights, and is currently a straight-A candidate in Georgetown Law's Master of Tax Law graduate program.

Steven Lee is the Sievert-Sternberg Fellow at The American College of Financial Services where he is completing his PhD. He is an instructor at the University of California Riverside Extension and Adjunct Professor at California Lutheran University. His research interests include fraud and misconduct in financial services as well as white-collar crime trends and elder financial exploitation. Steven won the best paper award for risk management and insurance at the 2019 CFP Board's Academic Research Colloquium and has authored papers on the regulatory landscape surrounding financial advising and planning, as well as determinants of financial advisor misconduct. His work has been featured in MarketWatch, Nerd's Eye View, and Financial Advisor Magazine. He is also an arbitrator with the Financial Industry Regulatory Authority.

Jerusha Lee is an Adjunct Assistant Professor of Accounting at La Sierra University in Riverside, California. Her dissertation research focuses on the impact of political affiliation and financial incentives on COVID-19-related risk preferences and vaccination hesitancy. She is presently earning her PhD in Economics in the Division of Politics and Economics within the School of Social Science, Policy, and Evaluation at Claremont Graduate University.