Washington Trust Bank Blog | Financial Planning

11
Dec

0

Are you ready for retirement?

Posted by Greg Owens
in Financial News, Investment News, Uncategorized
tags 401(k), 401(k) contribution, fiftysomething, Financial Planning, fortysomething, IRA Contribution, maximum contribution, Retirement, retirement planning, sixtysomething, student loan, thirtysomething, twentysomething

20
Sep

0

Family Assistance — Loan or Gift?

Posted by Greg Owens
in Economic Updates, Financial News
tags 709 Gift Tax Return, estate planning, family gifting, Family loan, Financial Planning, Gift Tax, Gifting Limits, Lifetime Transfer Tax Exemption Amount

1
Sep

0

The New Seattle Income Tax – What you need to know

Posted by Greg Owens
in Financial News, Investment News
tags Financial Planning, Irrevocable Trust, Revocable Trust, Seattle Income Tax, Seattle Resident, Tax Update, wealth, wealth management

31
Jul

0

Estate Planning: Digital Assets

Posted by Greg Owens
in Financial News, Fraud Prevention, Investment News
tags Digital Assets, estate planning, Financial Planning, wealth management

27
Dec

0

2017 Tax Year Cost of Living Adjustments

Posted by Greg Owens
in Financial News
tags cost of living adjustments, Economic Updates, Financial News, Financial Planning, tax

1
2
3

Recent Posts

The Tangled Web Of Global Supply Chains February 24, 2020
U.S.-China Relations: Tariffs, Trade, & Beyond (Episode I: The Trade War) January 17, 2020
What was behind the Bond Bull Market of 2019: January 9, 2020

Helpful Links

Categories

Links with this icon are leaving Washington Trust Bank's website. This link is provided as a courtesy. Washington Trust Bank does not endorse or control the content of third party websites.

Home | Contact | Locations | Privacy Policy | Terms & Conditions | Safe Act Numbers | Posting Rules

Rates and fees subject to change. Entire contents: Copyright 2014 Washington Trust Bank. An Equal Opportunity Employer.

SBA Preferred Lender Member FDIC Equal Housing Lender