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Learning Center
Personal Banking Resources

Helping you make the most of your money and plan for your future

The Homebuyer's Playbook

Our mortgage team compiled a list of tips to help you successfully navigate each stage of the home-buying process.

Wealth & Investments
For more articles and resources on Wealth & Investments, check out our new Investment Management Group (IMG) Insights featuring a variety of content.

No Shame in this Money Game
In the No Shame in this Money Game Podcasts, you will learn the ins and outs of personal finance through experts who aim to educate and not intimidate and through bite-sized mini money minutes!

Planning for the Unexpected


Back to Basics: Preventative Measures Against Scams

Millions of Americans every year fall prey to scammers hoping to access personal or $$ information, but you have the power to reduce your chances of becoming a statistic.
5.4 min read


Two Financial Tools to Help Support a Child with Special Needs

Here are two financial tools that can help ensure a child you love with special needs is provided for now and in the future.
4.4 min read

woman stressed while looking at her laptop

How To Manage Stress (Financial and Otherwise)

More than half of Americans report that money and the economy are a source of stress. If you’re among them, check out our tips for managing stress.
6.7 min read

family laughing together

Three Financial Considerations for Blended Families

If you’re part of a blended family, here are the top three financial considerations to keep in mind.
2.8 min read

man speaking on their mobile device

How to Adjust Your Budget in these Uncertain Times

It will likely be some time before we know what the post-pandemic world will look like - Rockland Trust shares four tips for adjusting your financial plans.
4.1 min read

daughter running towards her father

How to Prepare Financially for Divorce

Your financial priorities, goals and plan change as your relationship status does. Learn more about what to do in the event of a divorce or break up.
5.6 min read

father with her two children

Protecting Your Loved Ones

You want the best for your family and to make sure they are taken care of for years to come. Learn how you can protect your loved ones.
4.2 min read

family taking group picture

Four Tips for Caring for Children and Aging Parents at the Same Time

Are you caring for your parents and your kids at the same time? If you answered “yes,” then you’re a member of the sandwich generation.
8 min read

woman spending time outdoors with her dog

Controlling Your Finances During This Difficult Time

We are all in an unprecedented time, but there are still aspects of your finances that remain in your control.
5.1 min read

couple discussing having kids

Four Questions to Consider as you Plan to Have Kids

Whether you adopt or have a biological child, adding a new member to your family brings joy, challenges and new financial responsibilities.
5.3 min read

mother with her daugther

Invest In Your Future, Regardless of Life Stage

What are your financial goals for 2024? Learn more about why this is the year to invest in your future.
4.5 min read

older couple working on estate planning

Estate Planning That You Should Do Now

We don’t like to think about the end of our lives, but having an estate plan will provide your family peace of mind during their grieving period.
5.8 min read


Freed Up Funds Equal Financial Indepenedence

There’s nothing quite like the feeling of paying off a big expense. 🙌 😌 And there may seem like endless options to spend these freed up funds. Here are some of our top ideas:
3.5 min read

Saving for your Future


Keep Small Costs From Dwindling Your Funds

Small amounts, over time, can add up to large amounts if you don’t keep track of them. 📉 Here are a few ways to avoid seemingly trivial costs that can diminish your funds:
5.5 min read


Back to Basics: Interest Rates

We live in a world heavily impacted by interest rates, but why exactly do they exist and what role do they play in our economy? Revisit the basics with us:
6 min read


Demystifying Mortgages and Financing a Home

We created our Back to Basics series – to round out your understanding of key financial concepts. In this piece, we’ll take a closer look at residential mortgages.
7.2 min read


What to Know About Using Buy Now, Pay Later

Here are four things to consider before using Buy Now, Pay Later for some big ticket items.
4.2 min read

mother and daughter discuss college

Should My Family File the FAFSA? Answers to Six Common Questions

Trying to figure out if you should file for FAFSA for college? We provide insight to the common questions many have
7.4 min

financing your child's education needs

Financing Your Child’s Educational Needs

There are costs associated with all levels of education, and we’d like to share some ways you can start planning for these expenses.
5.1 min read

financial goal setting

Financial Goal Setting: Where to Start

Here are some tips and tricks that we have learned along the way to get you started in creating your financial goals.
6.2 min read

psychology of money early and often

The Psychology of Money: Three Reasons Why Talking About Money Early and Often is Key

Learn how to build a healthy emotional relationship with finances for children.
4.6 min read

filing taxes this year

Preparing for Tax Season

Do you have your W2s, 1099s and other tax forms ready to go? April 15th will be here before we know it.
4.2 min read

get financialy fit this year

Get Financially Fit This Year

Working on your money this year? Host of our No Shame in This Money Game podcast Julie Beckham chatted with Shannon McLay of The Financial Gym about financial health.
2.8 min read

mother and son looking up information on their phone

Stimulus Check: What you need to know

Here is what you need to know about the first round of stimulus checks that started hitting accounts on April 15, 2020.
2.1 min read

couple who just got engaged

How to Plan a Wedding on a Budget

From developing a budget to researching vendor options, the right financial plan can help you prepare for your wedding.
4.1 min read


How to Host a Social Media-Worthy Party on a Budget

Hosting any get together can be pricey. We’re sharing our best tips for hosting a memorable holiday without breaking the bank.
4.4 min read

mother and daughter packing for college

Biggest Financial Decisions to Make Before Your Kids Go to College

Are you are parent worried about saving for college? Rockland Trust has a team of financial advisers who can help.
3 min read

mother unpacking her vehicle

5 Tips for Holiday Travel With No (Financial) Stress

The holidays are stressful enough. Worry about one less thing this season with our money-saving travel tips.
6.6 min read

money piggy bank and dollar icons

Finding the Right Type of Savings Account

Your Guide to CDs, Money Markets, and More to Crush Your Savings Goals.
4.6 min read


Fund Your 401(k) on a Cup of Coffee a Day

Americans ages 35-44 spend on avg. $1,410/year on coffee. If you put that money into a 401K, it could turn into more than $100K.
5.5 min read

certificate of deposit CD is shown on the conceptual business photo

CD Ladder Calculator

Use this calculator to examine the benefits of investing in a series of Certificates of Deposits with different maturities, also called a CD Ladder.

Paying off Debt

person using calculator

Debt Payoff Calculator

Use this calculator to find out how much you owe. This can be used as a good starting point for your debt management plan.

father with daughter on laptop

Will Student Loans Affect My Plans to Buy a Home?

Will student loans affect your plans to buy a home? The answer depends on a number of factors.
5.9 min read

man feeling overwhelmed

Feeling Overwhelmed? Prioritize Your Spending in 5 Easy Steps

Not sure how your current finances impact your future goals? Five easy steps to prioritize your spending.
2.5 min read

Buying a Home

Five Housing Market Trends to Watch in 2023

SVP and Director of Residential Lending Bob Driscoll is here to provide five trends he’s been seeing to give you a sense for this year’s market.
6 min read


What to Consider Before Purchasing a Multi-Family Home

Multi-family homes are a hot commodity in real estate. But what exactly are they, who buys them and what are the different paths to purchasing?
8.5 min read


What You Need for a Mortgage Pre-Approval

We're here to guide you through the entire mortgage application process. Download our digital Mortgage Pre-Approval Checklist!


14 Key Mortgage Lending Terms You Should Know

Whether you are a first-time buyer or you’ve been there before, there is a lot of terminology specific to mortgages that you may be unfamiliar with. Here is a handy reference glossary to help.
8.7 min read


What First-Generation Homebuyers Need To Feel Supported

Karen Rebaza, VP Residential Community Development Officers shares insight on the additional hurdles that can make homebuying the process even more challenging for those who are both first-time homebuyers AND first-generation home buyers.
4.7 min read


How to Make the Most of a Hot Housing Market

SVP and Director of Residential Lending, Bob Driscoll, breaks down how the hot housing market, is affecting homebuyers and sellers.
4.4 minute read


Stay Optimistic, Yet Realistic, about Homebuying Today

Our SVP and Director of Residential Lending Bob Driscoll and Financial Education Officer Julie Beckham chatted about some of the challenges that hopeful buyers face and how to keep an optimistic, yet realistic, mindset about the process.
5.8 min read

steps to save for a mortgage down payment

Save for Your Mortgage Down Payment in Eight Simple Steps

Rockland Trust has eight tips to simplify an important milestone—saving for a mortgage down payment.
7.2 min read

couple unpacking in their new home

Should You Rent or Buy? 5 Considerations

If you’re stuck between renting or buying a home, these five considerations may help you decide.
1 min read

mother and daugther putting up picture in their new home

Is Now the Time to Buy Your First Home?

Considering buying your first home? Rockland Trust has helped thousands of first-time home buyers.
1.4 min video

couple holding house keys

Is Now a Good Time to Buy a Home in New England?

Check out advice from our SVP and Director of Residential Lending, Bob Driscoll.
4.6 min read

parents with their daugther

Questions Every First-Time Homebuyer Should Ask

Be confident you’re asking the right professional the right questions during the homebuying process.
7.2 min read

young couple walking into their new home

There's No Place Like Home

Learn how Matthew Mullen, Branch Manager at Rockland Trust, became a first-time home owner.
4.9 min read

young couple holding keys to their new home

First Time Home Buying Can Be as Easy as 123

Buying your first home does not have to be rocket science. Follow three manageable steps to start the process of buying your first home.
4.6 min read

real estate agent calculating

Mortgage Loan Calculator

Use this mortgage calculator to determine your monthly payment and generate an estimated amortization schedule.

hand pressed on calculator to check and summary expense of home loan mortgage

Home Budget Calculator

By entering your income and monthly expenditures, you can see how much you have left to save and where your money is being spent.

real estate mortgage loan agreement paper with house model on the table

Mortgage Qualifier Calculator

The mortgage qualifier calculator steps you through the process of finding out how much you can borrow.

Improving & Maintaining Your Home

green house made of leaves

10 Tips to Green Your Home & Save Money

Whether you’re a renter or a homeowner, chances are you care about protecting the environment – and saving money. Here are some tips from Rockland Trust to help you do both.
4.2  min read

6 ways to finance home repairs

6 Ways to Finance Home Repairs

Fall is a great time to take stock of any necessary home repairs and prepare for winter days ahead by making improvements focused on energy efficiency. Fortunately, you have several financing options.
3.6 min read

couple looking up information on their laptop

Questions to Ask Before Refinancing

For many homeowners, refinancing can be a smart move. However, before you decide to refinance your mortgage, ask yourself the following questions.
2.8 min read

Using Your Home's Equity

happy couple discussing refinancing

Is Now the Right Time to Refinance?

There are a number of factors that go into the decision to refinance. Here are a few things you may want to consider.
4.9  min read

reviewing heating costs on tablet

5 Ways to Slash Heating Costs

To help you ease the financial burden of high heating costs, we've come up with the following list of money savings tips.
4.2 min read

couple reviewing home equity documents

Using Home Equity to Improve Your Home

You’ve got a vision in mind for your home and we have the financing options you need. How you can use equity to fund home improvements.
7.6 min read

real estate value stock photo

Home Equity Line of Credit Calculator

Use this calculator to determine the home equity line of credit amount you may qualify to receive.

young woman preparing home budget using laptop and calculator

Loan & Credit Line Payment Calculator

This calculator helps determine your loan or line payment. Compare loan options and choose the loan that is right for you.

Planning for Retirement


5 Things To Know About Life Insurance in Your 20s and 30s

Think you're too young for life insurance or that group life through work is enough? We share 5️ key things everyone in their 20s and 30s should know now about life insurance.
5 min read


What to Know about the Inflation Reduction Act

Our tax expert Rita Yeung, CPA, vice president and manager of tax services, gives a breakdown about what people should know about this act and how it might impact their financial strategy.
8 min read

older couple hiking

What May Surprise You About Retirement

We asked more than 150 customers what surprised them about retirement and found five common themes in their answers.
4.7 min read

putting money in piggy bank

Washington May Soon Help You Save More for Retirement

Learn about a few of the changes that are included in the many proposed provisions that are outlined in the bill that could impact your savings.
5.3 min read

couple resting in their backyard

Need to Catch up on Your Retirement Savings? You're Not Alone!

Do you have less saved for retirement than you thought you would? Even if you’re close to retirement age, you can still catch up!
3.8 min read

young adult looking up information

Why You Should Still be Saving for Retirement, even if it's Decades Away

An investment professional at Rockland Trust can help you sort through your retirement saving options and come up with a plan that suits you.
3.6 min read

seniors unpacking

Is Now the Time to Downsize?

Your home is an investment, but your lifestyle and needs may change. Downsizing can be a great option. Five questions to guide your decision.
5.4 min read

couple in their 60s discussing financial strategies

Five Things to Know When Planning Your Financial Strategy After 65

Enjoying financial security after 65 is feasible, but it requires careful thought and planning.
5.5 min read

seniors riding motorcycle

Living the Dream - Managing Finances After Retirement

Retirement comes with a lot of freedom, including more free time to spend your money. We have three main tips to help you prepare for the enjoyable retirement you deserve.
6.3 min read

couple reviewing social security benefits

Understanding Your Social Security Benefits

Vice President & Financial Planning Officer, Theresa Becker, CFP®, helps you understand your social security benefits.
6.8 min read

Building Your Wealth

ten investing terms or phrases

Ten Common Investing Terms or Phrases and What They Mean

If you are new to investing, we compiled a glossary of ten common investing industry terms or phrases and what they mean to help you get started.
7.8 min read

mother with her daugther

This is the Year to Invest in Your Future

What are your financial goals this year? Learn more about why this is the year to invest in your future.
4.5 min read

female investor with client

Dear Female Investor, You Already Know More Than You Think

Women face unique life circumstances that can complicate saving for retirement. Rockland Trust experts can help.
3.2 min read

writing a check for charity

Financial & Tax Implications of Charitable Giving

To be sure you’re maximizing the tax-reduction value of any planned charitable giving, here are some guidelines to review.
4.2 min read

Protecting your Legacy

family reviewing estate plan

5 Tips to Creating an Effective Estate Plan

This article includes five tips on how to create an effective estate plan.
9.1 min read

father with children

Protecting Your Loved Ones

You want the best for your family and to make sure they are taken care of for years to come. Learn how you can protect your loved ones.
4.2 min read

parents enjoying time with their baby

9 Triggers that Might Mean It's Time to Update your Will

Here are nine times when it’s a good idea to review, and possibly update, your will.
3.9 min read

coins next to house

Your Guide to Navigating the Massachusetts State Estate Tax Law

Massachusetts is one of the few states that collects a state estate tax. Understanding and keeping up with the latest laws can be tricky.
2.8 min read

seniors reviewing estate plan documents

Estate Planning That You Should Do Now

We don’t like to think about the end of our lives, but having an estate plan will provide your family peace of mind during their grieving period.
5.8 min read

senior couple holding hands

Picking Up the Financial Pieces After Losing a Partner

If you’ve lost a partner, the last thing you need to worry about is your financial future. We’re here to help pick up the financial pieces so you can grieve in peace.
3.7 min read

Getting Started


Back to Basics: Credit Scores

Credit scores are an important part of financial wellness 💳 Learn more about how they are calculated, what they mean, and tips for improving your score in our latest Back to Basics article.
6 min read

Unlocking the Language of Banking: Empowering Your Financial Knowledge

Don't let the topic of money intimidate you - up level your knowledge with our list of key banking terms:
12 min read

The Psychology of a Deal

Why are discounts and sales so exciting? Check out what happens inside the brain during a bargain hunt:
5.5 min read

Checking Your Balance: A Timeless Practice

Are you team “pen and paper” or team “online only” when it comes to keeping tabs on your transactions and account balances? Whether you balance a physical or digital checkbook, here’s why it’s an important habit:
5.5 min read

Making Money Management Simple

Do you feel like you were out of school the day your teacher focused on money management? 🤔 You’re not alone! Here are 3 simple areas to focus on to get a solid grasp on your finances:
5 min read


What to Know About Student Loan Forgiveness

Since August 2022, it seems like everyone has been talking about the Federal Government’s Student Loan Forgiveness. But what exactly is in this plan and who will it affect?
5.7 min read


Can You Guess Which Generation is Most Susceptible to Scams?

Time to test your knowledge! Which generation is most susceptible to scams? Learn more about the surprising answer:
8 min read


What is Inflation?

We’re here to help you learn more about inflation to understand how it impacts your finances.
5 min read


Money Mindset Quiz

Your mind may be on your money, but how is money on your mind? This short quiz connects you with resources that align with your money mindset!
2 min quiz


How to Practice Financial


Did you know that you can also practice self-care when it comes to your finances? Here are seven wellbeing practices to incorporate into your financial strategy.
5.6 min read

Fun Ways to Teach Your Child Financial Skills This Summer

Fun Ways to Teach Your Child Financial Skills This Summer

While learning might be the last thing on your child’s mind, teaching your kids about financial literacy can be more of a conversation than a chore!
3.1 min read

turn your hobby into a side hussle

Should You Turn Your Hobby into a Side Hustle?

If you are contemplating turning your favorite hobby into a side hustle, we outline five important considerations.
6 min read

teaching kids to save money

Teaching Kids to Save Money

One of the most important lessons you can teach your children is how to save money. Here are some simple ways you can teach your kids to make saving a part of their daily lives.
4.1 min read

woman holding her credit card

How to Choose the Right Credit Card

Do your credit card rewards match your lifestyle? Ask yourself these three questions to determine the right card for you.
6.9 min read

partners discussing money

How to Talk to Your Partner About Money

When did you and your partner have the talk? The money talk, that is. Financial communication is one of the most important aspects of any relationship.
4.1 min read

couple reviewing bank accounts

Benefits of Joint and Separate Bank Accounts for Couples

A big question couples face is when, and how, to combine finances. We offer some considerations before making that big financial decision.
4.9 min read

kid putting money in piggy bank

How to Talk to Your Kids About Money

Counting pennies can be fun! Teach your child about saving money and clean out the change from under the couch cushions at the same time.
9.3 min read

money piggy bank and dollar icons

Finding the Right Type of Savings Account

Your Guide to CDs, Money Markets, and More to Crush Your Savings Goals.
4.7 min read

friends unpacking boxes

How Much Does It Cost To Move?

Whether you’re calling in the movers or calling in a favor, learn more about which expenses may factor into the cost of your next move.
4.2 min read


Is It a Bones or No-Bones Day?

Suggested Articles To Live Your Best Financial Life on Either Occasion.
2 min read

Money Management

Holiday shopping tips in 2023

We Asked, You Answered: Tips for Holiday Shopping

Ready to sleigh 🛷through the holiday season? We asked 2,200 people their thoughts on holiday shopping and what financial topics are on consumers’ minds as they gear up for the festivities this year:
6 min read


Preparing Financially For a Baby

Congrats, you’re expecting! 👶 Now it’s time to readjust your financial strategy. Check out ways to prepare your new family for the short-term changes and long-term expenses.
5.1 minute read


Dusting Off the Checkbook: Spring Cleaning Your Finances

Spring is a time for new adventures, habits, and goals – Here are five easy steps to help you dust off your checkbook and clean up your budget.
7.6 min read


Simple Tips to Green Up Your Finances

There are some simple changes you can implement into your daily routines that can have a big impact on the environment, with little to no impact on your budget. In fact, you’ll likely save money.
4.5 min read


What to Know About the IRS Inflation Updates for Tax Year 2023

In case you missed it, the @IRSnews made some pretty significant updates for tax year 2023 (the taxes filed in early 2024) to adjust for inflation. 👀 How might these changes impact taxpayers? Find out
7.5 min read

Supporting Charities and Nonprofits

Supporting Charities and Nonprofits This Holiday Season

If you have a little extra to give this holiday season or feel motivated by the global movement called Giving Tuesday, here are the Who, What, Where, When and How’s to give safely and with purpose this holiday season.
4.1 min read

Six Financial Management Lessons

Six Financial Management Lessons We Can All Learn from Gen Z

Did you know we can all learn some tricks for managing our finances from the youngest generation? Our financial education officer, Julie Beckham, explained to us that these six Gen Z financial trends are also actionable takeaways that can benefit everyone.
5.1 min read

spot the scam

Spot the Scam: Homeowner Scams with Julie Beckham

First of three videos that highlight how you can spot if something is a scam and how to protect yourself.

what couples need to know about love and money

What Couples Need to Know about Love and Money

If you are in a romantic relationship with another person, money and finances are something you have probably discussed at one time or another with your partner.
2.8 min read

holding credit card in front of laptop

Holiday Banking Tips 

Unfortunately, the increased number of transactions around the holidays makes everyone more susceptible to fraud. Help keep your accounts safe with these 12 tips.
5.6 min read

mother reviewing paperwork

The Psychology of Money: Why Money Elicits Emotion

Negative emotions elicited by money may be traced to a lack of communication. Learn more about the psychology of money.
4.9 min read

businesswoman saving education coins

Student Loan Calculator

Use this calculator to apply two simple principles to paying off high-interest student loan debt, 1) Consolidate your existing student loans. 2) Use your extra cash every month to pay off your higher interest debt sooner.

woman reviewing her bank account on her phone

Five Banking Shortcuts That Save You Valuable Time

Your time is valuable. These five shortcuts put the power of money management at your fingertips.
3.6 min read

money and 401k on a scale

Tax Law Changes - How Do They Affect Me?

The tax deadline has passed, do you know how you were impacted by the new enactment of the Tax Cuts and Jobs Act?
7.5 min read

man standing near golden gate bridge

Smart (and Fun) Ways to Use Your Tax Refund

Do you have plans for your tax refund this year? Here are seven suggestions for smart (and fun) ways to use that money.
3.7 min read

father with his son

Does Spending Money on Experiences Really Make You Happy?

Life is made up of experiences, but how do you decide if paying for those experiences fits your financial strategy?
4.1 min read

man feeling overwhelmed

Feeling Overwhelmed? Prioritize Your Spending in 5 Easy Steps

Not sure how your current finances impact your future goals? Five easy steps to prioritize your spending.
2.5 min read

millenials managing finances

Are Millennials Managing Finances Differently?

Rockland Trust has a window into how behavior differs based on age. Let’s bust some myths about how your generation handles its money.
4.3 min read

woman reviewing her credit score

Five Tips to Repair (or Maintain) Your Credit Score

Do you know what factors impact your credit score? Check out these five tips on how you can improve or maintain your credit score.
7.2 min read

Miscellaneous Tips

Avoiding Money Traps

Voices of Rockland Trust: Julie Beckham on Avoiding Money Traps

The season may be frightening, but your finances don’t have to be 👻 Our Financial Education Development and Strategy Officer Julie Beckham shares advice that works faster than you can say BOO:
4 minute read


Voices of Rockland Trust: Saving for International Travel

Julie Beckham, AVP/Financial Education & Development, traveled to Sicily in what she calls “the family trip of a lifetime.” Whether you’re planning a trip abroad, or even just thinking about it, here are her best practices for saving and spending:
6.7 minute read


From Teller to EVP: Peg McCarthy Celebrates 35 Years with Rockland Trust

Every relationship matters to us, from employees to customers 🤝EVP and Chief Retail Banking Officer Peg McCarthy shares her thoughts on the importance of a strong culture in celebration of her 35th anniversary with Rockland:
5 min read


Small Business Shopping Guide: Holiday Edition

We encourage you to shop at the hundreds of small and local businesses that support our communities year-round. Check out our Shopping Guides and happy shopping!

central massachusetts map

The Ultimate Guide to Central Massachusetts

Head out west on the Mass Pike and you will come across the second-largest city in New England.
6.2 min read

martha's vineyard lighthouse

What To Do On Martha's Vineyard

Thinking about a trip to Martha’s Vineyard? Our Travel Guide can help you experience the island like a local.
8.1 min read

planning for overseas traveling

Three Tips For Planning Overseas Travel

If you’re tired of vacationing in the same places, you may be looking for a new destination outside of the United States.
7.5 min read

cheers to cape cod map

Cheers to 20 Plus Years on the Cape!

We asked our long-time Rockland Trust Cape Cod employees three questions about their experiences and memories to help mark this occasion.
7.8 min read



We Asked, You Answered: Tips on Financial Etiquette for Weddings

Wedding season is here! We asked our customers for their take on the financial etiquette for weddings, and the responses may surprise you. Check out the results! 🗳
10.7 min read


How to Plan a Wedding on a Budget

Want that picturesque summer wedding👰you’ve been dreaming of? Here are some tips for managing your finances so you can confidently plan your dream💞day:
4 min read


What to Do With the Extra Cash from Selling Your Home

Selling your house might leave you with an influx of extra cash, but don't let it burn a hole in your virtual pocket. Here are some smart & creative ways to use this 💰 strategically to advance your goals:
6.8 min read

groom and groomsman

How to Afford Your Best Friend's Wedding

Wedding season can take a toll on your bank account. Learn how to prepare financially.
6.3 min read

mother kissing her baby

What I wish I Knew About My Finances in my 30's

Save, plan for financial emergencies, live within your means and other helpful tips to navigate your 30s.
5.5 min read

couple getting married

Getting Married: Strategies for Merging Your Finances

Here are some suggestions to make the transition from single to married finances as smooth as possible.
3.5 min read

couple in their 40s walking dog

What I Wish I Knew About My Finances in my 40's

With retirement getting closer every day, your 40s are the opportune time to get your finances in order.
5.8 min read

house on a sunny day

5 Important Questions to Ask When Choosing to Buy a Home

Moving can be exciting and frightening at the same time. We suggest considering the following questions when choosing your to buy a new house.
4.3 min read

baby being held by mother

Prepare Your Finances for the Arrival of Baby

As you anticipate the arrival of your baby, remember to include your finances in the preparations.
1.5 min read

mother working on laptop while holding baby

Considerations for Returning to Work After Parental Leave

As your family grows, so do your personal and financial responsibilities. What you should know when deciding whether to return to work after parental leave.
7.1 min read

college students

College By the Numbers: Facing the Financial Facts

There are several conversations that you are going to want to have with your children before they leave for college.
3.6 min read