Fall is here! As we head into the final quarter of 2025, it’s crucial to mark your calendars with important financial dates – that way, we don’t miss them.
At Bautis Financial, we understand the importance of staying informed and organized when it comes to your finances. That’s why we’re excited to share that the Fall 2025 Key Deadlines card is now available.
What’s Included on the Fall 2025 Postcard?
The postcard highlights critical financial dates, such as:
- Enrollment Periods: October 1 (FAFSA), October 15 (Medicare Advantage and Drug Plan), November 1 (Health Insurance Open Enrollment)
- Tax Deadlines: October 15 (2024 extended individual returns due).
- Market Closures: November 27 (Thanksgiving Day), December 25 (Christmas Day)
- End-of-Year Deadlines: December 31 (Last day to: make 401(k) contributions, sell stock to realize gains/losses, take RMDs, make tax-deductible charitable contributions, make annual tax-free gifts, and more).
Additionally, the postcard lists most major holidays, such as Hanukkah and Kwanzaa, alongside more unique observances like Retirement Security Week and Giving Tuesday.
Why It Matters
With so many deadlines and opportunities, staying organized is essential. Whether it’s preparing for tax season, optimizing your investment strategy, or planning for healthcare coverage, this tool helps you stay on track.
If any of these deadlines prompt actions requiring financial assistance, our team is here to help. We encourage you to schedule an introductory call with us to discuss your goals and opportunities for 2025.
Bautis Financial LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.