Many people get an annual medical check-up but neglect to take the same care with their finances. Reviewing your financial affairs regularly can help you reach your financial goals faster, potentially save on taxes, and give you peace of mind. Here are some areas to consider:

Have you analyzed your monthly spending to identify ways to save? Do you have a household budget?

Have you calculated your retirement income and asset needs? You’ll find calculators for doing this on our website (www.washtrust.com).....or on many bank websites (if you don’t want to be specific)Are you taking full advantage of your employer’s 401k or other retirement plan? Are you going to make an IRA contribution? Should you consider converting your IRA to a Roth IRA? A qualified financial planner can help ensure that your investments are on track to achieve your retirement objectives.