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On 13^th July 2022, the US consumer price index reported a four-decade high inflation rate of 9.1%, prompting a large interest hike by the Federal Reserve to tame the surging inflation rate¹.

Servicing is about active pre-emption

Inflation diminishes people’s purchasing power and threatens their income stability at the same time. Financial advisors play the critical role in helping their customers foresee and shield the impact on their financial aspirations and protection needs, i.e., their future financial satisfaction.

Denise’ HappiU score fell by five points when long-term inflation rate doubled from 2 to 4%.

Denise is a 27-year-old professional earning above the market benchmark. She is a good saver too, as she aspires for an early but reasonable retirement ….