June: 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.

June: 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.

Credit Profile – Check your credit report and review your credit profile. We suggest checking your credit report with 1 bureau during this month and checking with the other 2 bureaus at different times in the year.

FASFA – For individuals planning to attend college in the fall, FAFSA information is due this month.

Tax Extension – Individuals who have filed for a tax filing extension will have tax returns due in mid-June. File your taxes or file to request another extension.

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.