Important Dates and Reminders for Financial Health

Odie Otterstrom |

Here at The Chamberlin Group, Inc. (TCG) we want to make the year ahead as easy as possible. So, we put together some of the most common dates that our clients utilize throughout the year. We will be sharing reminders throughout the year and talking to you each individually about your needs, so please know that this list may not be exhaustive to every individual’s scenario. In the meantime, please review these dates and let us know if you want or need a call or meeting scheduled with your advisor before these dates and deadlines, and we will get you in!



January – Spend some time organizing tax documents.


January 15thLast Day to Enroll/Change Health Plans on the Exchange


January 16thSelf-Employed Estimated Tax Payment


March 1stDAN CHAMBERLIN RETIRMENT – Congratulations!


March 31stLast Day of Medicare Advantage/Open Enrollment


April 18th – Tax Day, submit 2022 returns or extension form; Final day to make IRA/ROTH/SEP/HSA contributions for previous calendar year; Self-Employed Estimated Tax Payment


June 15 – Self-Employed Estimated Tax Payment


June 30thDeadline to apply for federal Student Aid


September 15thSelf-Employed Estimated Tax Payment


October 16thLast Day to File Extended Taxes


November 1stOpening Day Insurance Marketplace for 2024


December 7thMedicare Open Enrollment Due Date


December 15thInsurance Marketplace Due Date


December 31stLast Day for 401(k) contributions; Last day for Charitable contributions for 2023


Birthdays of Note: If you are turning 50 in the year ahead, we will be in touch about catch up contributions to IRAs. If you are turning 72 in the year ahead, we will be in touch with clients regarding Required Minimum Distributions (RMDs).


Annual Activities

  • Meet with your Advisor at The Chamberlin Group (at least once). If you need to change your frequency or have current needs, never hesitate to contact us.
    • Reminder for items to review with your advisor: Dependent Needs, College (Planning or costs), Vacations, Holidays, Lifestyle shifts, moves, new properties, children, grandchildren, job changes or anything else that might change your current and upcoming money needs.
  • Review your estate planning with your lawyer and specialist and let us know if you have questions as they relate to your financial plan.
  • Review your insurance levels with your insurance agent or company and let us know if you have any questions as they relate to your financial plan.
  • Touch base with your accountant or tax professional and ensure you are on their radar for tax preparation and any additional accounting needs for the year as they relate to your financial plan.
  • Pull Credit Reports for you and any dependents in your care. Place freezes or clean up any inaccuracies as needed.
  • Self-Audit all accounts, assets and other financial information. Let us know if you need any information or help accessing records in our care.