February: 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.

February: 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 Time is Approaching. You will start receiving tax information in the mail – create a folder and start saving the documents you receive.

Loans & Debt – Deep review of loans and debt rates, terms, & options. Consider whether refinancing an outstanding loan, such as an auto loan or mortgage, would help you realize significant savings.

Budget – Deep review of budget and modifications based on your goals.

Savings – Review your savings rate and how well you are meeting your savings goals.

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.