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Washington Trust Wealth Management Blog

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Timely advice & commentary about investing, taxes, financial planning and more.


By Washington Trust / January 14, 2020
The SECURE Act made many sweeping and significant changes for retirement plans, including IRAs. With regard to IRAs, the major changes impact the IRA rules after age 70 and after death.

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By Washington Trust / July 25, 2019
In our last Financial Empowerment article, we talked about the basics of financial planning. We reviewed the process and the major information needed to start building a plan. Of those pieces of information, we discussed income, expenses, assets, and liabilities. Today, we are going to focus a little more on one of those topics: income.

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By Washington Trust / July 17, 2019
As seen on The Rhode Show - While it might be the last thing you want to focus on, one of the first things you should consider after an Alzheimer's diagnosis is putting together a financial, estate, and care plan.

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By Washington Trust / April 24, 2019
Money should not be a cause for stress; but our innate fear of the unknown often leads to financial anxiety. This is exacerbated by radio hosts, authors, television personalities, and corporations looking to profit from that fear. Countless articles on retirement planning begin with similar sounding statements: “Have you saved enough for retirement? Most people haven’t.” The question is valid, but the tone is designed to trigger anxiety.

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By AJ Monaco / October 30, 2018
As seen on The Rhode Show - A few tips for millennials on building wealth and avoiding becoming a "lost generation" for wealth accumulation.

By Washington Trust / October 12, 2018
The S&P 500 Index has dropped nearly 7% from its all-time closing high on September 20th. Washington Trust Wealth Management shares some thoughts on the equity market pullback.

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By Kathleen A. Ryan / November 6, 2017
Rental Real Estate is a viable business, but not without its risks of liability. Learn how using an LLC structure in your business plan could help add a layer of protection to your personal assets.

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By Mark K. W. Gim / October 27, 2017
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.

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By Kathleen A. Ryan / September 20, 2017
Newly married couples face a number of important decisions that will impact your financial planning together. Here are some steps to get you started.

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By Kathleen A. Ryan / March 6, 2017
When crafting a financial plan for retirement, you should assess your goals, identify income streams and determine your future needs and options.

The opinions expressed in this blog are those of the author and may not reflect those of Washington Trust Wealth Management. 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.

Such information does not constitute legal or professional advice as all situations are unique and are based on individual facts and circumstances.

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