January Financial Tasks

A timeline of monthly financial activities

January is a great time to prepare for the year ahead. Follow this guideline to stay on track with your monthly financial tasks.

College students
should begin
applying for Free
Federal Student
Aid (FAFSA).
If you’re
self-employed
the 4th quarter
estimated tax
payment is due.
Review Flexible
Spending Account
(FSA) for previous
year to anticipate
spend for this year.

Medicare Advantage
open enrollment
begins.

College students should begin searching for
spring scholarships. You can find more help on paying for college here.
Review your annual
budget and
get your finances organized.

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