2015 Financial Planning Calendar

Do you find the financial year difficult to navigate? Use thie month-by-month checklist to ensure you keep on top financial deadlines and your personal budget

Christine Benz 6 January, 2015 | 12:39AM Holly Cook

This article is part of Morningstar’s Guide to Investing Ideas for 2015, our comprehensive round-up of where the most promising stocks, funds and markets can be found this year.

Most of us have a running list of to-dos flitting through our heads, many of them financial. Update your will, rebalance your portfolio, top up your ISA contributions for this tax year.

The first step towards accomplishing your many to-dos, financial or otherwise, is to block out the time to get each task done, one at a time. That's what this calendar is designed to help you do.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Christine Benz

Christine Benz  is director of personal finance at Morningstar and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances.

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