2026 Financial Calendar

Deadlines have a way of sneaking up — especially when they’re spread throughout the year and tied to different areas of your financial life. The 2026 Important Dates handout is designed to help you stay oriented to the key planning, tax, and retirement-related dates that often matter most.

This resource brings together commonly overlooked deadlines in one place, including tax filing and contribution cutoffs, retirement account timing considerations, Medicare-related milestones, and other dates that can affect planning decisions. Having these dates visible ahead of time can help reduce last-minute pressure and allow decisions to be made more thoughtfully.

Importantly, this handout is not a checklist of actions you must take. Not every date will apply to everyone, and many may be irrelevant depending on your situation. Instead, it’s meant to serve as a reference — something you can glance at periodically to confirm whether upcoming deadlines intersect with your own plans.

Many costly financial missteps aren’t caused by poor strategy, but by timing issues. Missed deadlines, misunderstood enrollment windows, or rushed decisions near year-end can limit options that otherwise would have been available. This guide exists to help prevent that — quietly and proactively.

The 2026 Important Dates handout works best when used alongside broader planning conversations. It can help you prepare questions, anticipate decision points, and ensure that timing supports — rather than complicates — your overall plan.

Used as a reference throughout the year, this guide can help you move through 2026 with fewer surprises and more confidence, simply by knowing what’s coming and when.