2020 Personal Financial Planning Calendar

Happy New Year! Don’t let 2020 pass you by and let hindsight be this year (see what we did there?). Take prudent steps now in order to make the most out of your hard-earned wealth. Here we’ve put together a simple financial planning calendar for 2020 to help you prepare for the year ahead.

Other areas that may not affect everyone but to consider and add to your planning calendar if they do:

• Employer Benefit Open enrollment
• Large purchase planning (i.e. car, home improvement, wedding, etc.)

Depending on your particular situation, there are many other areas you may also want to review and/or address in addition to the items listed here. For our clients, we are already working on many of these items for you. However, we will be sure to review them as we meet with you throughout the year. As always, if you have any questions, please feel free to give us a call. Here’s to a Happy and Prosperous New Year!