Your October 2013 Financial To-Dos

Your October 2013 Financial To-Dos

This post is excerpted from our Ultimate 2013 Financial Calendar.

“I'm so glad I live in a world where there are Octobers.”

L.M. Montgomery wrote these words in “Anne of Green Gables,” and we couldn’t agree more. October means cozy sweaters and boots, pumpkin everything and that all traces of the sticky summer have (hopefully!) disappeared. Now that the temperature has dropped and brought you indoors, it’s time to hunker down and get a few financial ducks in a row.

In the spirit of this month’s holiday, a few of the tasks below may seem a little spooky (hello, estate planning documents!). But don't worry ... you know we'd never give you more than you can handle.

1. Book December Holiday Travel. Deadline: Thursday, Oct. 3

Did you know that the best time to buy airline tickets is on a Tuesday? Or that saving hundreds on a flight can simply be a matter of clearing your browser history? Before you buy those holiday tix, check out our exclusive travel wisdom from the pros: Our guide to saving on flights and our list of cost-cutting travel secrets.

2. Submit Taxes if You’ve Filed an Extension. Deadline: Thursday, Oct. 10

As tax day approached earlier this year, you may have gotten into a time crunch and knew you wouldn’t make that April 15th deadline. So, you followed our guide and filed for an extension. Now, your new due date is approaching: October 15th is the last day to submit your 2012 taxes.

3. Re-Evaluate Your Budget. Deadline: Thursday, Oct. 17

How are you doing with that budget you set up in January? Does it still make sense? How does it compare with the 50/20/30 rule? Can you cut back in any categories, or do you need to reallocate resources? Reviewing your budget now (just take a peek into the Money Center) will help to ensure that you stay on track to meet your financial goals. If you need a refresher course in how budgeting should work, we can help with that.

4. Review Your Estate Planning Documents. Deadline: Thursday, Oct. 24

As difficult as it may be to think about, the right estate planning could save you and your loved ones a lot of time and heartache in the event of a tragedy. Make sure that you have a living will (also known as a health care directive) and review the beneficiary forms on your retirement accounts. Not sure where to start? We can help you learn more about the estate planning documents you need.

5. Do a 'Career Audit.' Deadline: Thursday, Oct. 31

It’s all too easy to get caught up in the daily grind of your job and not think about your overall career picture. So this month, we recommend taking a step back and making sure that your current gig has you on track to achieve your goals. If you feel like you’re in a rut, figure out whether it’s just a bad week or it’s time to move on. If the number of anniversaries you’ve celebrated at your job is approaching double digits, find out whether you’ve overstayed your job welcome. And if you do decide you’re ready to try something now, check out these six high-paying careers that may be in your future.


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