Part of ending a year is… looking forward toward the New Year!
Here’s an informative article from Lisa Gerstner at Kiplinger.com, 11/26/2019 with tasks for each month to keep one’s finances in order by taking a step each month:
January – Map out a spending and savings plan
February – Mix of fun and drudge: plan summer vacation! File tax return
March – Pen investing constitution & drain 2019 FSA account
April – Review insurance coverage & fund IRA & HSA accounts
May – Spring clean records & prepare home for summer weather
June – Re-balance portfolio & join gym with summer discounts
July – Hire financial adviser & mid-year tax checkup
August – Pay down debt & grab back-to-school bargains
September – Start 529 for kid’s college & get home ready for winter
October – Put estate plan in order & FAFAS: Federal Studen Aid
November – Make the most of your 401k/403b – get the max employer match
December – Be charitable & shop for new car