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Your Financial Life
By Natalie Saar / Dec 10, 2015

Have you Planned a 2016 Financial Calendar?

financial calendar header

View the text alternative for planning a financial calendar (below)

Throughout this calendar year, we’ve told you about many ways to improve your financial outlook, broken up into bite-sized tasks that are spread out over 12 months. Since each month brings something new with it, there can be a lot to remember.

Here’s a helpful cheat sheet to give you some of the broad details you need to know so you don’t miss a beat financially!

financial calendar infographic

When broken down into monthly goals, your finances become very manageable. Hopefully these tips will help lead you to financial success this upcoming year!

If you have further questions, you can connect with a Transamerica representative.

JANUARY
Pay down debt
Create an emergency fund
Attend to your 401(k) or other employer-sponsored retirement plan

FEBRUARY
Update your insurance information
Prepare yourself for tax day

MARCH
Check out your college fund
Check out your credit score

APRIL
Make your prior-year IRA contributions (April 15th last day)
Review payroll withholding
Streamline banking by going paperless
Start a vacation budget

MAY
Increase your retirement plan contributions if possible
Educate your adult kids about the need to plan for retirement

JUNE
Analyze your investments’ performance
Seek a lower rate for home and car insurance
Begin estate planning
Make a will if you don’t already have one

JULY
Find out your FICO® score
Read more about investing and personal finance strategies

AUGUST
Make a back-to-school budget for school supplies
Establish and contribute to your child’s college fund
Take a family vacation

SEPTEMBER
Start thinking about how to pay your taxes if you filed an extension
Create a holiday budget and take advantage of Labor Day sales
Take care of home repairs before the winter weather sets in

OCTOBER
Budget your Halloween festivities
Book your airline tickets and accommodations for any holiday travel
Don’t forget to do your taxes if you filed an extension

NOVEMBER
Check for Thanksgiving coupons and deals
Take another look at your FICO® score and be on alert for any fraud during the holidays
Pledge your charitable donations

DECEMBER
Evaluate your investments for the year and plan to improve next year
Talk with your financial advisor about what you can do to grow your money
Invest your holiday bonus wisely

 

If you’d like more information about how to become financially secure, we can help!

 

Insurance products and services are offered or issued by Transamerica Life Insurance Company (TLIC), Cedar Rapids, IA; Transamerica Financial Life Insurance Company (TFLIC), Harrison, NY (licensed in New York); Transamerica Advisors Life Insurance Company (TALIC), Little Rock, AR; Transamerica Premier Life Insurance Company (TPLIC), Cedar Rapids, IA; Stonebridge Life Insurance Company, Rutland, VT; and Transamerica Casualty Insurance Company (TCIC), Columbus, OH. Variable products and mutual funds are underwritten and distributed by Transamerica Capital, Inc. (TCI), or Transamerica Investors Securities Corporation (TISC), each a broker-dealer and member of FINRA. Investment advisory services focused on the unique needs of individual retirees, retirement plans and their participants offered by Transamerica Retirement Advisors, Inc. (TRA), a registered investment advisor. References to Transamerica in this presentation pertain either to an individual company or collectively to these and other Transamerica companies.

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