Retirement Blog

Q2 Financial Calendar

April 6, 2023

2nd quarter financial calendar

Believe it or not, the first quarter of 2023 is over. Now it’s time to look ahead and prepare for the next quarter. Keeping a financial calendar is a great way to stay organized and keep track of important dates. Knowing what lies ahead can also help prevent you from potentially making costly mistakes.

Let’s focus on some important dates you should have on your financial calendar in the second quarter of this year.

April

  • Financial Literacy Month
  • April 18: Tax Day
    • Last Day to Make a 2022 IRA Contribution
    • Last Day to Make a 2022 HSA Contribution

May

  • May 14: Major Spending Holiday (Mother’s Day)
  • May 29: Bank and NYSE Holiday (Memorial Day)

June

  • June 19: Major Spending Holiday (Father’s Day)
  • June 30: FAFSA Filing Deadline: Last chance to apply for federal student aid for 2023–2024

You can find even more financial dates here.

Now that you have your calendar all set, we hope you feel better prepared for this quarter. Remember that we are here throughout the entire year to help guide you get to and through retirement. Please contact us with any questions or to schedule a complimentary consultation.

We look forward to helping you!