💳  Annual financial planning
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Alexa Von Tobel

Alexa Von Tobel

💳 Annual financial planning

Use this plan by Alexa Von Tobel for monthly reminders to manage spending, investments, saving, retirement, and more.

  • 12 tasks
  • 10 hours

Tasks

Once you've subscribed, you can add, delete, edit or update any task to personalize your plan.

  • 💳 Make all tax advantaged contributions

    By contributing to a 529 retirement account at the beginning of the year, you get a full year of growth. Here's a helpful LearnVest article with ways to save for retirement: https://link.joinarrange.com/financialplanning_retirementsavings

    • 60m
    • 1 week after
  • 💳 Yearly financial plan assessment

    Do your yearly assessment of your financial plan. If you're partnered, check in on your combined progress. If you're managing money solo, this is your reminder to pause and reevaluate your goals and progress. If you're new to investing or just want a refresher, here's a 101 guide to investing from LearnVest: https://link.joinarrange.com/financialplanning_howtoinvest

    • 60m
    • 2 weeks after
  • 💳 File quarterly taxes

    If you're a freelancer, make sure you file quarterly taxes to avoid penalties. Turbotax has a helpful tax filing guide for freelancers: https://link.joinarrange.com/financialplanning_freelancertaxfiling

    • 60m
    • 14 weeks after
  • 💳 File your taxes

    Filing early means you can avoid the last minute rush and get your refund faster.

    • 60m
    • 15 weeks after
  • 💳 Annual insurance policy review

    Review your insurance policies and make sure no life changes require additional coverage. Not sure how much coverage you need? Investopedia has a helpful guide: https://link.joinarrange.com/financialplanning_estimatinginsurancecoverage

    • 30m
    • 16 weeks after
  • 💳 Review credit report

    Get a copy of your credit report from each of the three bureaus, and check for any errors or fraud. Here are a few tips to raise your credit score from LearnVest: https://link.joinarrange.com/financialplanning_raisingyourcreditscore

    • 60m
    • 18 weeks after
  • 💳 Set a reminder of open enrollment

    Find out when your employer does open enrollment and put the date on your calendar - choosing the right benefits package at work is one of the most important things you can do. If you need help choosing a plan, NPR has 6 tips to follow: https://link.joinarrange.com/financialplanning_choosehealthplan

    • 15m
    • 19 weeks after
  • 💳 File quarterly taxes

    If you're a freelancer, make sure you file quarterly taxes to avoid penalties. Turbotax has a helpful tax filing guide for freelancers: https://link.joinarrange.com/financialplanning_freelancertaxfiling

    • 60m
    • 22 weeks after
  • 💳 Money check in

    Do a quarterly assessment of your financial plan. If you're partnered, check in on your combined progress. If you're managing money solo, this is your reminder to pause and reevaluate your goals and progress. The balance has a helpful checklist to review quarterly: https://link.joinarrange.com/financialplanning_quarterlyreview

    • 60m
    • 26 weeks after
  • 💳 File quarterly taxes

    If you're a freelancer, make sure you file quarterly taxes to avoid penalties. Turbotax has a helpful tax filing guide for freelancers: https://link.joinarrange.com/financialplanning_freelancertaxfiling

    • 60m
    • 35 weeks after
  • 💳 Money check in

    Do a quarterly assessment of your financial plan. If you're partnered, check in on your combined progress. If you're managing money solo, this is your reminder to pause and reevaluate your goals and progress. The balance has a helpful checklist to review quarterly: https://link.joinarrange.com/financialplanning_quarterlyreview

    • 60m
    • 38 weeks after
  • 💳 Budget for the holidays

    Decide how you're going to celebrate and who you'll be buying gifts for. Create a budget for each recipient as well as a general bucket for entertaining and any travel.

    • 30m
    • 41 weeks after
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