Insuring Your Future...Today!
April Is The Month To...

 
BudgetIf taking a summer vacation, check your budget so you don't overspend.  Complete reservations & planning
TaxesIT'S TIME TO FILE...If you didn't do it yet, be sure to file by April 15th to avoid a penalty.  Can't file on time, file for an extension with the IRS.
TaxesThe first estimated quarterly tax for the current year is due by April 15th
OrganizeHad trouble finding all the receipts you needed to file your taxes?  Re-organize your papers now...Buy folders, label carefully and resolve to keep everything in the right place.
SafetyChildren don't swim?  Start lessons now so they are ready for summer
SavingsStart saving on this year's taxes now!  Open an IRA account, or increase your contributions to your 401K plan.  
InsuranceChild graduating from high school or college?  Check with your health insurance company about when their coverage will end---make arrangements for new coverage if necessary so there is no lapse in health insurance protection
College LoansIf you, or your child, are taking out loans for college, consider having life insurance in place cover those loans
Prom SafetyProm season begins -- talk with children about having fun but staying safe at prom time
"Outdoor Safety"Flowers, bushes and trees are beginning to bloom.  However, many varieties can be dangerous if eaten by children or animals.  Check your landscape and take precautions.



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Planning Calendar Checklist