Your Financial To-Do List for October

Your Financial To-Do List for October

The holidays can sneak up on us.  Between party-planning and family gatherings, it’s easy for financial checkpoints to get lost in the mix.  This October financial checklist will help you to be sure you’re ready for the rest of the month.

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Get Your Home Holiday Ready

This can be especially important if you’re hosting a holiday party.  You’ll have a checklist that may include setting out the holiday decorations and creating the menu for lunch or dinner—don’t forget to add reviewing your homeowner’s insurance to the pre-planning. 

Most homeowner’s insurance policies provide coverage for emergencies, such as fire, water damage, or other disasters.  Read more about finding the right homeowner’s insurance.

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Plan Out Your Financial Spending for the Holidays

We mentioned in last month’s financial checklist that starting to purchase friends and family gifts for the holidays now can offer better discounts (more savings!) and provide less stress during the holiday season.  Planning out your gift spending now can also save you the stress of last-minute buying and you’ll be able to spend some time hunting for the most thoughtful gifts possible.

Check out the 5 Hidden Holiday Costs to keep your budget on track.



File for FAFSA: 2019-2020 School Year

The first day to file for FAFSA was October 1st.  If you plan on attending college during the 2019-2020 school year, now is the time to file. 

If you have questions about filing for FAFSA, check out our post “What I Learned About the FAFSA and What You Need to Know”.

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October 15th is the Tax Day Extension Deadline

Need to file for a personal income tax extension?  The deadline is fast approaching!


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October 15th is Also the Last Day to “Do Over” (Switch) Your 2017 Roth IRA Conversion

If your IRA was transferred from a traditional to Roth IRA in 2017, this is the deadline for undoing the conversion.

Check out the remainder of our Personal Finance Dates for 2018.

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Review Your Insurance Policies

A lot can change in a year.  Review your home, auto and life insurance policies to see if you want to keep the same amount of coverage or if you need to adjust your deductibles.

Looking for insurance quotes?  See what the credit union has to offer.

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Get Rid of the Financial Boogeyman

It’s a spooky time of year.  Spend October creating a financial goal you’d like to tackle.  Whether it’s boosting your credit score, learning how to better balance your budget, or how to add another auto loan into your life without breaking the bank, the credit union is here to help get rid of your financial boogeyman.

The credit union is here to help you reach your financial goals.  Becoming a credit union member is easy.

American Eagle Credit Union

Anheuser-Bush Employees’ Credit Union

Purina Credit Union

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Paying Bills on Time:  Why it Matters

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