Financial Guides

2024 Key Planning & Investment Deadlines for Q1

by | Jan 10, 2024

Do you know what days the market closes for 2024? Or when different 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. But I like to keep things easy, so we provide a reference card once a quarter with the key financial deadlines that every investor needs to be aware of. It lists critical tax and investment deadlines, market closures, and other important dates.

But it’s also kind of fun. In addition to the financial deadlines, we’ve included most major holidays as well as more enjoyable observances, like the dates of major sporting events and such special observances as Cybersecurity Month, Teacher Appreciation Week, and Relaxation Day (we all need one of those each year!).

Get your copy of the 2024 Winter Reference Guide below. 

As always, if there is ever anything you need, please don’t hesitate to get in touch.

Happy New Year!

Fall 2023 Key Financial Deadlines

Get Your Winter Guide

2024 Key Planning & Investment Deadlines Q1

Our go-to quarterly guide, highlighting critical tax and investment deadlines, market closures, and other essential dates.



The information contained in this post is for general use and educational purposes only.  However, we do offer specific services to our clients to help them implement the strategies mentioned above.  For specific information and to determine if these services may be a good fit for you, please select any of the services listed below. 

The 4x4 Financial Independence Plan ℠

Coaching and Consulting

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