What financial steps might tech professionals take in November? Schedule a vacation, harvest a tax loss or gain, give to charity, buy holiday gifts, and rebalance investments.

What financial steps might tech professionals take in October? Perhaps: evaluate stock purchased with the Employee Stock Purchase Plan (ESPP), book holiday plans, complete open enrollment, update beneficiaries and estate plan, and plan year end health expenses.

What financial steps might tech professionals take in September?

• Select employee stock purchase plan contribution percentage

• Book Thanksgiving plans

• Start benefits and insurance review

• Replenish emergency fund

• Schedule remaining Paid Time Off (PTO)

What financial steps might tech professionals take in August?

• Shop for Back to School

• Take summer vacation

• Review investments

• Submit dependent care reimbursements

• Check financial independence plan

What financial steps might tech professionals take in July? Options could include: check credit reports, review / rebalance investment portfolio, take summer vacation, attend camps, and submit dependent care reimbursements

What financial steps might tech professionals take in June? Options could include: enjoy end of school year, replenish emergency fund, prepare for vacation and camps, and submit dependent care reimbursements.

What financial steps might tech professionals take in May? Options could include: review tax withholding (Form W-4), update goals and financial plan, check student loan / other debt balances, fund education savings, and schedule fall Paid Time Off (PTO).

What financial steps might tech professionals take in April? Options could include: evaluate stock purchased at a discount, file tax return(s) or extension(s), make tax payment(s) or plan refund(s), review / rebalance investment portfolio, replenish emergency fund, and review tax refund(s).

What financial steps might tech professionals take in March? Options might include: select employee stock contribution %, plan major expenses, finalize last year contributions, prepare taxes, and schedule summer Paid Time Off (PTO).

What financial steps might tech employees take in February? Options might include: update saving for raise and bonus, schedule tax prep meeting, gather tax forms and create checklist, accept Restricted Stock Unit (RSU) grant, and review / rebalance investment portfolio.