Do you know when tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end?
Each year brings with it a host of new dates, deadlines and observances to track. If you’re familiar with our team at Bautis Financial, we like to keep things simple, so we provide this postcard downloadable every quarter. It lists critical tax and investment deadlines, closures and important dates, and even enjoyable observances – like Cybersecurity Month, Teacher Appreciation Week and Relaxation Day (we all need one of those a year!).
As always, if you have any questions or are seeking any advice, do not hesitate to get in touch.
Happy New Year!