Your April 2015 Financial To-Dos

Your April 2015 Financial To-Dos

There's a lot to love about April—warmer weather, fresh buds on the trees, sugar-encrusted Peeps.

The list goes on, but at LearnVest we adore this month for one big reason …

It's Financial Literacy Month!

In a nutshell, it’s an annual campaign to help boost the country’s money savvy, whether that means learning how to properly budget using the one-number strategy—or taking on a new financial challenge, like vowing to save more for retirement.

To help get you started, we’ve laid out five to-dos for you to tackle in the next few weeks, including reviewing your insurance policies, plotting out your summer vacation—and, of course, putting the final touches on your tax return.

1. Nail Down Your Summer Travel Plans. Deadline: Monday, April 6

Summer already?! Yep, bathing suits and sunglasses will be back before you know it. And since flights are cheapest when you book three months in advance, now is the time to iron out the details of that trip you’ve been saving for all year. Looking for a restorative getaway that won’t bust your budget? Consider these alternatives to fancy vacations.

2. Reevaluate Your Budget. Deadline: Monday, April 13

Sunny, warm weather comes with its own unique crop of spending triggers—from outdoor concerts to weekends at the beach. To make sure you’re prepared for upcoming summer fun, take a look at your budget to see what you can trim to make room for any new expenditures.

3. Finish Filing Your Taxes. Deadline: Wednesday, April 15

We all fall prey to procrastination once in a while, but if you haven’t yet filed your tax return, it’s time to get cracking—your forms are due April 15. That’s also the deadline for requesting a six-month extension. And don't forget to check out our guide to the most overlooked tax breaks.

4. Review Your Insurance Policies. Deadline: Monday, April 20

It may not be the most scintillating task, but it’s important to ensure that your insurance coverage properly meets your needs. And if you’ve experienced a major life change recently—like getting married or having a kid—it’s especially important to reevaluate your coverage. Start by comparing different quotes online, or speak with your agent to see if you’re getting the best rates on home, auto and life insurance.

5. Trim Your Grocery Budget. Deadline: Monday, April 27

Ever feel like you spend a major portion of your paycheck on groceries—only to open your fridge and realize there’s nothing to eat? Check out our recent article on giving your supermarket habits a much-needed spring cleaning, so you can get the best bang for your grocery buck.

LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc., that provides financial plans for its clients. Information shown is for illustrative purposes only and is not intended as investment, legal or tax planning advice. Please consult a financial adviser, attorney or tax specialist for advice specific to your financial situation. Unless specifically identified as such, the individuals interviewed or quoted in this piece are neither clients, employees nor affiliates of LearnVest Planning Services, and the views expressed are their own. LearnVest Planning Services and any third parties listed, linked to or otherwise appearing in this message are separate and unaffiliated and are not responsible for each other’s products, services or policies.


Financial planning made simple.

Get your free financial assessment.

Related Tags

Get the latest in your inbox.

Subscription failed!

You're Now Subscribed!