September Financial Tasks

A timeline of monthly financial activities

Back to school in September means it’s time to consider college savings. Follow this guideline to stay on track with your monthly financial tasks.

September is national college savings month. Now is a great time to begin planning 529 and other college savings contributions for the following school year. Read more about 529 Plans. Third quarter estimated tax payment is due if you are self-employed or have other third-quarter income that requires you to pay quarterly estimated taxes. Be sure your payment is postmarked by September 15th.




Take some time before the holiday rush begins to review services and contracts for better pricing. Remember to check mobile phones, internet, home phone, television, and home security contract end dates before making any changes.


September 30th is the last day to determine beneficiaries after an IRA owner’s death. Here’s additional info
on selecting the right beneficiary


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