News and Events
Monday, January 2 – New Year’s Day (observed) (Markets Closed) Monday, January 16 – Martin Luther King Jr. Day (Markets Closed) Tuesday, January 17 – Quarterly estimated tax payments due, if required As holiday bills appear, eliminate debts quickly to avoid high credit card interest rates. The IRS no longer mails tax-form booklets. Download them from IRS.GOV or find them at your post office or library. Assess your emergency savings. A rule of thumb is a minimum of six and up to 24 months of living expenses, depending on your situation. Set financial goals for the year, including reassessing your retirement savings and making adjustments if needed. Check your employer retirement plan contribution percentage. Try to take advantage of any available employer match.
JANUARY 2012
Click here to see the entire 2011 / 2012 Financial Planning TIMELINE
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