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Washington Trust
Washington Trust
Washington Trust's Blog

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Discover why a sound financial plan should include trust and estate planning.

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Are you on target to meet your retirement goals? Half of all American workers don’t know how much money they will need to retire comfortably. A strong financial plan can help you juggle challenges and keep you on track towards meeting your long-term goals. Here are some tips for getting your retirement plan on target.

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When crafting a financial plan for retirement, you should assess your goals, identify income streams and determine your future needs and options.

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Family conflict after a loved one passes can often be avoided through open communication and preemptive planning to help ensure that everyone is on the same page

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Preparing for your later years requires looking at a host of personal and financial details. To enhance your chances of living the retirement lifestyle that you desire, you may want to start by making decisions about how you want to live and basing your financial planning on these lifestyle parameters.

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In October, the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), will be released. Early indications suggest that the cost-of-living adjustment that will take effect for social security recipients at the beginning of 2019 could come in between 2.5%-3.00%. This is the first increase in some years that has not been consumed by Medicare premium hikes. Do you know enough about Social Security to leverage your benefits?

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As seen on The Rhode Show - A few tips for millennials on building wealth and avoiding becoming a "lost generation" for wealth accumulation.

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Have you ever received a robocall? Do you know how to protect yourself from scammers who are increasingly using robocalls to steal consumer information?

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Before couples take the next step in their relationship, they should shape their financial plan. The next step is not only a marriage of hearts but also a marriage of finances. Continue reading for five tips to find solid financial footing with your partner.

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There are so many reasons to choose Washington Trust, one of which is our people. In this, the first edition of our new “People of Washington Trust” series, get to know Scott Haggerty, Manager of the Washington Trust branch in Rumford, Rhode Island (330 Newport Ave.)

The opinions expressed in this newsletter are those of the author and may not reflect those of The Washington Trust Company. The information in this report has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Any opinions expressed herein are subject to change at any time without notice. Any person relying upon this information shall be solely responsible for the consequences of such reliance. Performance is historical and does not guarantee future results.

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