Welcome to topics. Here's where you'll find links to resources organized by the Get Ready Financial Calendar. You can find the resources that will help you, as needed.
How do I create a financial calendar?
The Get Ready Financial Calendar provides a monthly guide to help you be financially prepared. The Get Ready Financial Calendar is your foundation for creating a financial calendar. Click on the monthly topic to learn more and to find related resources.
Access the Get Ready Toolkit to receive instant access to this free library of 100+ worksheets, other resources and bi-weekly updates on how to be prepared for any financial emergency (here).
Organize your financial documents from prior year to prep for taxes. It’s like spring cleaning for your finances. This includes organize tax documents and receipts so you’re prepared for filing taxes.
Monitoring your financial dashboard (cash flow and net worth statement). This lets you see how you did last year and if you want to make any changes for the new year.
File federal and state income tax returns. Check your income tax withholding.
Set up your financial emergency plan by creating a critical emergency action list and a financial first aid kit.
Hold a family financial meeting. Review and communicate financial goals and priorities. This includes with all members of your family including children and parents.
Review beneficiaries, estate plan and estate planning documents to make sure they are current. This includes wills, trusts, and advance directives.
Review your personal investment policy statement (investments and allocations), retirement tracker & college contributions).
Open enrollment for group employee benefits and Individual Health Insurance and Medicare begins.