---
title: Financial Planning Tasklist for Your Financial Security
description: You will want to implement these financial planning tasks necessary for your secure and worry-free financial future.
image: https://www.spiritusfinancial.com/hs-fs/file-15141149-jpg/images/calendar.jpg
---

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# MONEY matters

Mark Zaifman's thoughts on money, global economic trends and politics

# Financial Planning Tasklist for Your Financial Security

** [Mark Zaifman](https://www.spiritusfinancial.com/blog/author/mark-zaifman)   |   ** Tue, Mar 15, 2011 @ 06:12 PM

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Last quarter, I posted the financial task list for January, February and March, taken from the* [**Financial Planning Association **](http://www.fpanet.org/)(FPA) *website. This second post is for tasks that need to be completed for April, May and June, which are quickly approaching.

As both my parents and in-laws are well into their 80's, I so appreciate and value the importance of the task for the month of May; ***talking to your parents about estate, health and long-term care planning***. Please don't put this one off - you will save yourself and your loved ones a huge amount of work and heartache if you address these important and inevitable end of life issues sooner rather than later.  

If you missed **[the previous list](http://spiritusfinancial.com/blog/bid/52691/Important-Dates-for-Your-2011-Financial-Calendar),** don't worry - it's never too late to catch up - especially when it comes to preparing for your stress free financial future.

### APRIL:

- **Tax deadline:** April 18 is the deadline for postmarking federal and state taxes.

- **Education account contribution deadline:** Don’t forget that contributions to Coverdell accounts for the previous year are also due on tax day.

- **Check your insurance coverage:** If you have sufficient emergency funds, check to see if a higher deductible on home, auto or health insurance makes sense in terms of premiums savings and fewer potential claims.   

### MAY:

- **Talk to your parents:** If you’ve never discussed estate, health and long-term care planning with your parents, do it now. 
- **Do a summer energy checkup:** Have your air conditioner checked to make sure it’s working properly during the cooling season. 

### JUNE:

- **Do a mid-year [financial checkup](https://www.spiritusfinancial.com/personal-financial-plan/):** Take the time to do a review of your tax planning, retirement savings, home, health and life insurance needs and do a mid-year check of your spending and emergency fund levels.

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