Financial Planning

Your 2022 Personal Finance Calendar

Although we are near the middle of 2022, it is never too late to update your financial calendar following these tips. 

Financial Planning for the future can be a stressful head-scratching process. If the past two years have taught us anything, it’s that you can’t prepare for everything, but you can plan for what you do know. This year may offer a chance for many to start getting their financial plan back on track.

A personal finance calendar contains monthly events and deadlines that could impact your finances. Keeping track of these important monthly dates can help you stick to your financial plan.

A calendar is also a solid budgeting tool, enabling you to plan for holiday shopping and other important expenditures.

Dates to Consider

The dates that will likely be of most significant interest to the average financial planner are the deadlines for filing taxes. In addition to Tax Day on April 18, there are several additional and alternate deadlines throughout the year that may apply to you, depending on your circumstances.

Other dates worth looking out for are the “market movers.” These are events that can have a significant impact on the stock market, positive or negative. These are worth noting if you plan to buy or sell stock.

Consider adding annual holidays and other major life events on your financial calendar. Some events may not set you back too much, but others could be quite expensive, like vacations. It’s always a good idea to budget ahead for these events. With it logged on your calendar, you won’t forget about including these expenses in your financial plan for the year. 

Sources for Important Financial Dates

These following sources provide lists of important dates you may want to include on your calendar for the remainder of 2022. 

Kiplinger Tax Calendar

Kiplinger provides a detailed list of the many tax due dates for 2022. The due dates following April 18, 2022, should remain on your radar depending on your personal tax situation. You can always connect with your financial advisor to discuss which of these dates relate to your situation. 

Investopedia Finance Calendar

If you prefer a source that has it all, refer to Investopedia’s Finance Calendar for 2022. The source lays out every important financial date for the year. 
 
Your Financial Advisor
 
Your financial advisor is aware of your current financial situation and is willing to guide you through the important dates of 2022. Meet with your advisor to discuss and create your ideal financial calendar for 2022. 
 
 

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 Investment Advisory Services offered through Trek Financial LLC., an (SEC) Registered Investment Advisor.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.
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