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Setting the Stage For February

Setting the Stage For February

February 04, 2022

It’s February, and Valentine’s Day makes this month a favorite for the romantics among us!

But, February also begins the runway leading up to tax season. You should have received your W2 from your employer by January 31st. If you haven’t, check with your employer. Start thinking about how you’re going to file your taxes and if you’re going to hire someone to help -- April 18th will be here before you know it. And if you’re owed a tax refund, the sooner you file the sooner you can reinvest what’s rightfully yours!

If your finances need some TLC this month, make a date for your next best steps!

Schedule your best next steps here

The Month of Love & Financial Harmony?

Even though February 14th may feel like it’s all about roses and chocolates, the romance and good vibes in any romantic partnership can get complicated when there’s financial stress. Since money is the number one reason couples fight, give your finances (and your relationship!) some extra love this month by scheduling a financial check-in with your significant other. Keeping the lines of communication open is key to helping you strengthen your connection and achieve shared financial goals (even if you don’t agree on all things financial)!

And For the History Buffs...

More than 600 years ago the famous poet Geoffrey Chaucer penned a line that tied St. Valentine’s Day to lovers. Two centuries later, the people of Great Britain agreed, starting the popular practice of sending romantic cards to loved ones on February 14th. But it wasn’t until 1913 that this holiday changed forever, as the first commercially printed Valentine’s Day greeting card was produced by the Hallmark company. The popularity of cards on Valentine’s Day cards is now second only to that of Christmas, as suppliers anticipate more than 1 billion Valentine’s Day cards will be sent this year. That’s a lot of love to go around!

Sending you and yours best wishes for a month of love and financial harmony!

As always, if there’s anything we can assist you with, please don’t hesitate to reach out.

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