June Financial Tasks

A timeline of monthly financial activities

June is National Insurance month and is a great time to think about your needs. Follow this guideline to stay on track with your monthly financial tasks.

If you are self-employed,
your second quarter
estimated tax payment
is due.

June 28th is National Insurance Awareness Day. Performing an insurance review can help with planning from protection to legacy based upon each stage of life. Also, shop insurance rates for home and auto. Look for multi-policy, employee, student, and safety and security discounts.

June 21st is End Alzheimer’s Day. This is a great time to consider long-term care coverage. Check out this article for help.

 

Got questions or need expert help?

Contact us