Do you know what days the market closes for 2025? Or when various tax forms are due? How about the start and end dates for enrollment periods like Medicare or health insurance?
Each year brings with it a host of new dates, deadlines, and observances to track. To simplify things, we’ve created a quarterly postcard outlining the key financial deadlines every investor should know.
What’s Included on the Winter 2025 Postcard
The postcard highlights critical financial dates, such as:
- Tax Deadlines: January 15 (Q4 2024 estimated taxes) and March 17 (S-Corp and Partnership Returns).
- Market Closures: January 1 (New Year’s Day), January 20 (Martin Luther King Jr. Day), and February 17 (President’s Day).
- Enrollment Periods: Medicare Advantage and General Enrollment periods open on January 1 and close on March 31.
Additionally, the postcard lists most major holidays, such as Valentine’s Day and St. Patrick’s Day, alongside more unique observances like Teacher Appreciation Week and Relaxation Day.
Why It Matters
With so many deadlines and opportunities, staying organized is essential. Whether it’s preparing for tax season, optimizing your investment strategy, or planning for healthcare coverage, this tool helps you stay on track.
If any of these deadlines prompt actions requiring financial assistance, our team is here to help. We encourage you to schedule an introductory call with us to discuss your goals and opportunities for 2025.
Bautis Financial LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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