February Financial Tasks

A timeline of monthly financial activities

February is a great time to update your financial planning. Follow this guideline to stay on track with your monthly financial tasks.

Begin preliminary review of taxes to see if additional HSA, IRA, or SEP-IRA deposits can offset taxes.

Update your financial planning app or begin using one. Check out our financial planning app.

Now is a good time to rebalance your asset allocation for any automatic contributions you make.

 

Begin shopping around for the best deal on lawn services before the growing season begins.

 

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