Your April 2018 Financial Checklist

Your April 2018 Financial Checklist

It’s hard to believe we’re already in the second quarter of 2018; time flies when you’re crushing your financial goals. But if you haven’t made as much progress as you’d planned, consider this a fresh start. These five financial to-dos will help you get back on track — or keep you on the right path. Next stop: financial domination.

1. Pick a Financial Topic to Get Smarter About

Deadline: Thursday, April 5
April is Financial Literacy Month, aka the perfect time to learn more about your money so you can make the most of it. Whether you’ve been meaning to get into the investing game, find a credit card that better aligns with your spending habits or finally figure out how to budget, make that a priority this month. Your finances aren’t as intimidating once you understand them — and think of how much better you’ll feel without money stress keeping you up at night.

2. Finish Your Taxes

Deadline: Tuesday, April 10
If you haven’t filed your 2017 taxes yet, it’s officially crunch time. The deadline to file is April 17 this year, so block out time now to collect your paperwork, meet with your tax professional or file yourself before the deadline. Here are answers to some common tax questions to help you through the process, plus a guide to filing an extension (just in case). And if you’ve already finished your taxes, now’s a good time to educate yourself on the new tax law so you know how things might change for next year’s filing season.

3. Spring Clean Your Contact List

Deadline: Wednesday, April 18
You may have already tackled your closet, garage and junk drawer, but here’s one more thing worth cleaning this spring: your contact list. Go through your virtual Rolodex and remove people you’ve lost touch with, and reach out to those you’d like to continue a relationship with. After all, you never know who might lead you to your next job, side gig, volunteer position or mentor — just ask this woman, who landed her last several jobs without even applying.

4. Go Paperless

Deadline: Sunday, April 22
Still sifting through piles of paper bills every month? Not only can important docs get lost this way, but you’re also not doing the environment any favors. If you can, sign up for online bill pay and electronic correspondence from your financial institutions in honor of Earth Day. And while you’re at it, you may want to automate some of your financial tasks, too — it could help you reach your money goals faster.

5. Teach Your Kids About Money

Deadline: Thursday, April 26
If your mini-me is shadowing you at the office on Take Our Daughters and Sons to Work Day, you’re probably trying to instill some career know-how in them. So why not add money lessons to the mix? After all, what good is a salary if you don’t know how to use it responsibly? These tips can help make learning fun — but stay away from these teaching mistakes.

RELATED: The 4 Best Things to Buy in April — and 3 to Skip

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