January Financial Checklist

January Financial Task Checklist Starting fresh is always a great feeling, but what we set out to accomplish can be overwhelming as the year progresses. To help you keep moving toward your goals, we've created a month-by-month checklist of some key financial tasks. January Establish a will or trust Establish a will or trust. Getting your affairs in order is one of the greatest gifts yOU can give your loved ones. If you've already established a will or a trust, review the documents with your attorney, making any necessary changes. Create a budget Create a budget. Establishing a monthly plan for spending and saving is essential, whether you're reevaluating your financial life or just trying to maintain good habits. Get ahead on your mortgage If you can swing it, consider making a full extra payment toward your mortgage principal, which may help shorten the length of your loan. Professional Wealth Strateģies Retirement, Estate And Legacy Planning This material has been provided for general informational purposes only and does not constitute either tax or lėgal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax' advisor, or lawyer. Professional Wealth Strategies, 3573 East Sunrise Drive, Suite 119, TuCson, Ari- zona 85718, (520) 529-3644. Securities and Advisory Services offered through Commonwealth Financial Network, www.FINRA.org/www.SIPC.org, a Regis- tered Investment Adviser. This communication is strictly intended for individu- als residing in the states of AZ,CA,CT,HI,MI,OH,OR,TX,UT,VA,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.