Skip to main content Download Acrobat Reader 5.0 or higher to view PDF files.

Personal Resources

Personal Banking Resources

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

Saving for your Future

stimulus check article image
thumbnail for planning a wedding budget article
thumbnail for hosting holiday budget article
thumbnail for kids going to college article
thumbnail for 5 tips for holiday travel article
thumbnail for finding savings account article
thumbnail for 401k article

Planning for the unexpected

thumbnail image showing family celebrating the holidays
thumbnail image of blended family
thumbnail image for safely supporting local businesses
thumbnail for article about preparing financially for divorce
thumbnail for protecting your loved ones article
thumbnail for tips for caring article
thumbnail for controlling your finances article
thumbnail showing married couple having a discussion
thumbnail image of investing in your future article
thumbnail for estate planning article

Paying off Debt 

thumbnail for dept payoff article
thumbnail image of student loans affecting plans article
thumbnail image of spring cleaning article
thumbnail for prioritizing spending article

More Saving & Budgeting Resources:

Need saving and budgeting tips for your day-to-day finances and long-term goals?  Check out our library of additional saving and budgeting resources.

Train-the-Trainer videos, recorded by the FDIC, are available for Money Smart for Adults and Money Smart for Young Adults. Watch the videos to learn more.

Buying a Home

Is Now The Right Time to Buy Your First Home?
article image for buying a home in new england
questions homebuyer should ask article image
There's No Place Like Home
first time home buying article image

Improving & Maintaining Your Home

10 tips to green your home article image
ways to finance home repairs article image
questions to ask before refinancing article image

Using Your Home's Equity 

is now the right time to refinance article image
ways to slash heating costs article image
home equity to improve your home article image

More Home Ownership Resources

There is a lot of responsibility that comes with owning your home.  Whether you're a first-time home-buyer in need of a step by step guide, or you have been in your home for 20 years and are looking to use some of the equity you have built, Rockland Trust has got you covered. 


Planning for Retirement

friends hiking during retirement
save more for retirement article image
catching up on retirements savings article image

saving for retirement article image
is now the time to downsize article image
financial strategy after 65 article image
managing finances after retirement article image
social security benefits article image

Building your Wealth

thumbnail image of investing in your future article
dear female investor article image
financial and tax implications of charitable giving article image

Protecting your Legacy

creating an effective estate plan article image
thumbnail for protecting your loved ones article

update your will article image
navigating massachusetts state estate tax law article image
thumbnail for estate planning article
picking up financial pieces article image

More Retirement & Wealth Management Resources

Our Investment Management & Wealth Management team has helped Massachusetts and Rhode Island customers grow their wealth and protect their legacy for generations. 


Getting Started

choosing the right credit card article image
talk to your partner about money article image
joint and separate bank accounts for couple article image
talk to your kids about money article image
thumbnail for finding savings account article
how much does it cost to move article image

Money Management

five banking shortcuts article image
martha's vineyard article image
tax law changes article image

ways to use your tax refund article image
spending money on experience article image
thumbnail for prioritizing spending article

Are Millennials Managing Money Differently?
five tips to repair your credit score article image

More Resources for Your Everyday Life

Managing your money is a part of your everyday life, and we're here to make that part of life as easy as possible.  From banking basics, to online and mobile banking, to tips about how to save and protect your money, we have resources on it all.  
afford your best friend's wedding article image
finances in my 30's article image
strategies for merging your finances article image
finances in my 40's article image
5 Important Questions to Ask When Choosing to Buy a Home

thumbnail for kids going to college article
returning to work after parental leave article image
College by the Numbers

prepare your finances for the arrival of baby article image
questions homebuyer should ask article image

More Milestone Resources

We realize that many of your financial decisions are based around milestones that happen in your life.   Whether you're getting married, buying your first house, saving for a child's college tuition, or something equally as important, we have you covered.