April: Personal Finance Calendar

Setting a regular schedule to review your financial situation is vitally important to your financial health and overall well-being. This Personal Finance Calendar suggests the kinds of financial review you should complete monthly and periodically, lays out a month-by-month schedule of significant financial events and documents to evaluate and update ongoing, and discusses reviews to undertake when major life events occur.

April: Periodic Financial Tasks & Timely Monthly Tasks

This section provides reminders of periodic and timely financial tasks. Use this section to take the regular actions on your personal finances the NFEC recommends, or download a generic task calendar and create your own schedule.

Tax Day (Mid-April) – File your taxes and pay any taxes you owe, or file for an extension, on or before the tax due date.

Expenses – Identify future expenses, review current expenses, and focus on expense reduction. Looking ahead in regard to expenses, such as needing to replace a computer or furniture, will help you plan for the expense, making it less disruptive to your ongoing financial plan and actions.

Estate Planning – Review your estate plan and update when necessary (e.g. change beneficiaries, add a dependent).

Long-term Financial Planning – Review, create, or modify your long-term financial plan.

IRA Contribution Reminder – Review your IRA contributions for the new year.

Regular Monthly Tasks, Birthdays, & Life Events 

To best manage your finances, there are regular monthly tasks required to ensure that you’re working toward your financial goals and protecting your finances. Additionally, there are important life events and birthday events you should be aware of to ensure that you’re prepared.