Your October 2015 Financial To-Dos

Your October 2015 Financial To-Dos

Chilly air and dark October nights might beckon ghosts, goblins and ghouls galore, but taking charge of your money doesn't have to be such a spooky affair.

With summer officially in the rearview mirror, it's full-speed ahead to enjoy the beautiful fall foliage and begin to plan for end-of-year treats and the new year on the horizon. As you begin bunkering down for the cooler weather, add these five key money to-dos that can help you reach your financial goals.

1. Get Ready for Open Enrollment. Deadline: Friday, October 2nd.

If you opt for health insurance through your employer, check with HR to make sure you know exactly when 2016 health plans will be available to you, and don't be shy about asking questions regarding how they'll affect you and your family. Start with these key questions you aren't asking your benefits administrator—but should.

2. Book Holiday Travel. Deadline: Tuesday, October 6th.

Dancing Santas and twinkle lights are already on sale—and Halloween hasn't even happened yet! As much as you might shake your head, take it as a reminder to start booking your holiday travel now. Break it down with tips from the Google Flights pros, check out handy apps that can cut costs, and cross off more ways to prepare your budget for the holiday season ahead.

3. Submit Your Taxes If You Filed for an Extension. Deadline: Monday, October 12th.

April 15th might seem like the distant past, but if you requested a six-month tax extension, it's time to re-focus on getting your paperwork in order. Don't forget that October 15th is the very last day to submit your 2014 taxes.

4. Re-evaluate Your Retirement Plan. Deadline: Monday, October 19th.

You may dream of living out your golden years on the beach or in the mountains—but are you saving enough to actually get there? Check in on your retirement accounts to make sure you're on track to meet your goals. Get inspired by these couples working towards early retirement, and find out what to do if a savings snafu comes your way.

5. Turbo-boost Your Career and Finances. Deadline: Monday, October 26th.

Turns out, you can do a lot more in 30 seconds than you might think—like become a better note-taker or improve your savings habits. Kick your career—and personal finance—game up a notch with these quick-hit 30-second habits that can improve your life. While you're at it, learn to discern important from urgent tasks to better accomplish your goals.

LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc., that provides financial plans for its clients. LearnVest, Inc. is wholly owned by NM Planning, LLC, a subsidiary of The Northwestern Mutual Life Insurance Company. 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. 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.


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