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Our blog provides timely and helpful information about bank services, money-saving tips, local events, industry information and more!


Top 10 Money Tips Every College Freshman Should Know
As college students head to campus for the fall semester, money management should be on their personal syllabus. Here are 10 tips to help college students form a strong foundation.

 When Your Financial Plan Goes From Mine to Ours
Newly married couples face a number of important decisions that will impact your financial planning together. Here are some steps to get you started.

How to Prepare for Meeting With a Financial Advisor
Working with a financial advisor to plan how to manage your wealth requires some effort on your part. Whether it’s your first meeting or a periodic update to review how you’re doing, there are a number of steps that you can take to make each discussion more productive.

Are you on target to meet your financial goals?
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.

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

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

The Importance of Having a Will
As seen on The Rhode Show - In the last few years, both Prince and Aretha Franklin died without making a will. A will can be a powerful financial planning tool that shouldn't be overlooked by anyone, music royalty or not.

Your Home as a Source of Cash
As seen on The Rhode Show - Here are some tips on differentiating and choosing between a home equity loan and home equity line of credit.

Creating an End-of-Life Plan to Help Avert Family Conflict
As seen on The Rhode Show - 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.

What Families Need to Know About Special Needs Trusts
As seen on The Rhode Show - Learn why Special Needs Trusts could be an effective strategy for parents, grandparents, or relatives who want to help ensure their disabled family member will be taken care of for their entire life.

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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