Your Financial Planning Calendar for 2020

    | January 27, 2020

     

    We have some suggestions for bolstering your finances each month, ranging from budgeting in January to checking up on your insurance coverages in April to reviewing your estate plan in October.

    Whether or not you make financial New Year’s resolutions, you no doubt want to improve your bottom line in the coming year.

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    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.

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