Personal Finances

A list of my favorite products and links for personal finances.

Monthly Finance To Do’s:

  • Hold a family budget meeting
  • Update your expense spreadsheet for tax purposes

Quarterly Finance To Do’s:

  • Mail estimated tax payments (an accountant can help you determine the estimate, and give you payment stubs). Due date are April 18th, June 15th, September 15th 2016, and January 17th, 2017. Make sure they’re postmarked by these dates at the latest.

Yearly Finance To Do’s:

  • Configure and pay your federal taxes (if needed, make an accounting appointment for help)

From Time-to-Time Finance To Do’s:

  • Order more checks (stay up to date on your stock)
  • Renew your debit card (your bank should automatically send you a new card in the mail, but nonetheless, keep an eye on that expiration date!)