Your June 2017 Financial Checklist

Your June 2017 Financial Checklist

June signals the beginning of summer adventures, travel plans, warm weather and perhaps even a new wardrobe.

But before you start emptying your wallet on road trips and tanning solutions, it’s important to check in on those financial goals and make sure you're still making progress. These five tasks will help keep your finances healthy and on track.

1. Schedule a Mid-Year Check-In

Deadline: Tuesday, June 6

You may have already forgotten about all those financial goals you set back on January 1, but your wallet hasn’t. And you’re certainly not alone if you feel like your trajectory has gone a bit off the rails. According to a 2015 study by Nielsen, 25% of individuals surveyed made the resolution to save more and spend less. The mid-year mark is the perfect time to check in on your progress and adjust as needed, whether that means more aggressively tackling your credit card debt or saving more for retirement.

2. Pay Your Second Quarter Estimated Taxes

Deadline: Saturday, June 10

If you're self-employed, own a small business or freelance for a living, your second quarter estimated taxes are due by June 15. But don't wait until the night before! We suggest getting those documents in as early as possible, to avoid the stress and potential late fees. And if just the thought taxes is giving you a headache, then take a deep breath and check out this tax guide that’s made for freelancers.

3. Prep for Your Mid-Year Performance Review

Deadline: Tuesday, June 13

While June signals the arrival of summer Fridays and relaxed dress codes at many offices, it’s also the beginning of the dreaded mid-year performance review. Sitting through an evaluation doesn’t have to be a bad thing, though — especially if it results in a raise or promotion. If you've been going above and beyond lately, this is the time to bring it to your manager's attention. These five tips can help you score big.

4. Splurge Responsibly

Deadline: Sunday, June 18

Just like any healthy diet plan, it’s important to treat yourself once in a while. And what better opportunity to have some fun with your money than on June 18, deemed National Splurge Day. But splurging on a “want” rather than a “need” doesn’t mean you have to break the bank. Plan ahead for your spending with our handy guide.

5. Cut Your AC Costs

Deadline: Wednesday, June 28

As temperatures start to rise, your monthly utility bills will inevitably follow suit. But they don't have to. Cutting your AC costs doesn’t mean you’ll have to sweat it out all summer. Check out these tips to slash those bills, whether you're working with your current unit or shopping for a new one.


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