Closing on a home mortgage loan is a big deal. This might also be a good time to begin (or continue) planning for the future by creating a financial planning checklist. Have you thought about life insurance, creating a trust, hiring a financial planner or establishing a 401(k)? Your lender or broker may be able to recommend tax attorneys, accountants, certified financial planners, or other professionals who can help ensure that your life remains on track after closing on your mortgage.
