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Personal Resources

Personal Banking Resources

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




Saving for your Future

How to Plan A Wedding on A Budget
 
 
 
 
Benefits of Joint and Separate Bank Accounts for Couples
 
Biggest Financial Decisions to Make Before Your Kids Go to College
 
 
 
 

Planning for the unexpected

Estate Planning that you Should do Now
 
 
Caring for Children and Aging Parents

Protecting Your Loved Ones
This is the Year to Invest in Your Future

Paying off Debt 

Get on the Path to a Debt Free Future
 
 
Student Loans

Spring Cleaning Your finances
Prioritize Your Spending in 5 Easy Steps

More Saving & Budgeting Resources:






Buying a Home

First Time Home Buying Can Be As Easy  as 1-2-3


Questions Every First-Time Homebuyer Should Ask
There's No Place Like Home

Improving & Maintaining Your Home

10 Tips to Green Your Home & Save Money

6 Ways to Finance Home Repairs
Questions to Ask Before Refinancing

Using Your Home's Equity 

Is Now the Right Time to Refinance?

5 ways to Slash Heating costs
Using Equity To Improve Your Home

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

Saving for Retirement
 
 
 
Need to Catch Up on Your Retirement Savings?
 
 
 
Planning Your Financial Strategy After 65
 
 
 

Why you should still be saving for retirement
 
 
 
Is Now the Time to Downsize?
Managing Finances After Retirement
 
 
 
Understanding Your Social Security Benefits

Building your Wealth

This is the Year to Invest in Your Future

Dear female Investor
financial and tax implications of charitable giving

Protecting your Legacy

5 Tips to Creating an Effective Estate Plan
 
 
 
 
Protecting Your Loved Ones
 
 
 


It's Time to Update Your Will
 
 
 
Massachusetts State Estate Tax Law
Estate Planning that you Should do Now
 
 
 
Picking up the Financial Pieces After Losing a Partner

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

How to Talk to Your Partner About Money
 
 
Benefits of Joint and Separate Bank Accounts for Couples

How to Talk to Your Kids About Money
 
 
How Much does it Cost to Move?
 


 
 
 
 
 

Money Management

Tax Law changes
 
 
 
 
Prioritize Your Spending in 5 Easy Steps
 
 
 


Smart Ways to Use Your Tax Refund

 
 
 
Does spending money on experiences really make you happy?
Are Millennials Managing Money Differently?
 


Five Tips to Repair Your Credit Score

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.  











 
What I Wish I knew About My Finances in My 30's
 
 
 
 
Getting Married: Strategies for Merging Your Finances
 
 
 
Returning to Work After Parental Leave

What I wish I knew About My Finances in My 40's
 
 
5 Important Questions to Ask When Choosing to Buy a Home


Biggest Financial Decisions to Make Before Your Kids Go to College
College by the Numbers


Preparing Your Finances for the Arrival of Baby
 
 
Questions Every First-Time Homebuyer Should Ask

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.