March: 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.

March: 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 – 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.

IRA Contribution Reminder – The allowable period to make catchup contributions for last year’s IRA is nearing the end. Make sure you’ve made all the additional contributions you intend within the time frame the IRS specifies.

Tax Document Preparation – Help your tax preparer avoid the last-minute crunch – send all your information to your tax professional as early as possible.

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.