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WEBINAR: Tax Cuts and Jobs Act: Preparing for Every Scenario
The Tax Cuts and Jobs Act (TCJA) sunset is planned for December 31, 2025. While it may seem far off, it’s wise for individuals and businesses to prepare now for potential implications. Join our expert team as we review the complexities of the TCJA provision and discuss ways to stay resilient in the face of…
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Managing Fixed Income in Today’s Environment
Bond yields have remained elevated this year as anticipated rate cuts continue to get pushed out into the future. The combination of strong U.S. economic growth, a healthy labor market, and elevated inflation have contributed to a patient Federal Reserve and a federal funds target range of 5.25%-5.50%, a level reached back in July 2023.…
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Asset Protection Trusts and Spousal Lifetime Access Trusts (SLAT)
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss asset protection trusts and spousal lifetime access trusts (SLAT).
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A Comprehensive Guide to Trust Asset Management
Trust asset management requires a multifaceted approach to managing the day-to-day running of a portfolio that encompasses, among other things, strategic asset allocation, fiduciary responsibilities, risk management and a keen understanding of tax implications. Trustees must navigate a complex landscape to fulfill their obligations, optimize financial outcomes, and align investments with the trust’s goals and…
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Asset Protection Trusts: Not Just for the Super Wealthy
The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the super-wealthy, the SLAT also affords hefty asset protection benefits. Consider this technique if you feel the need to set aside a nest…
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Preparing for the planned sunset of the Tax Cuts and Jobs Act
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss the Tax Cuts and Jobs Act.
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5 Actions to Take Ahead of 2025 Tax Law Sunset
The Tax Cuts and Jobs Act of 2017 (“TCJA”) brought numerous changes to the tax code including reduced individual income tax rates, significant increases to the standard deduction, and doubling of the estate tax exemption. The legislation also has a sunset provision, meaning many of the changes are set to expire at the end of…
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Five Key Retirement Strategies – How to Ensure You Won’t Outlive Your Retirement Savings
Securing a comfortable retirement requires thoughtful planning and strategic financial decisions. To ensure you won’t outlive your retirement savings, consider these five crucial tips.
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Living a Fulfilling Life in Retirement
Consider these four steps when transitioning to your new phase of life in retirement.
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How to Segregate your Investment Portfolios into Buckets
Prior to retirement, our investment portfolios, and all the assets in it, generally all have one purpose: to grow. As we enter retirement, we have to adjust to spending our assets to support our lifestyle.
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Shaping Women’s Futures Through Strategic Planning and Empowerment
The complex landscape of life’s major events—career changes, marriage, childbirth, divorce, and the loss of a loved one—should prompt women to reevaluate and amend their wills, trusts, and overarching financial plans. These milestones are not merely checkpoints; they represent critical junctures where thoughtful, reimagined planning is paramount.
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WEBINAR: Retirement Planning – Change Your Thinking to Better Prepare
Having a sound financial plan for retirement is paramount, but additional preparation for this important milestone in your life is also wise. Emotional, social, and income source considerations are just as crucial as your financial plans.
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Navigating the Future: Key Changes Reshaping Company Retirement Plans in 2024
The landscape of employee retirement planning is undergoing transformative changes. The Employee Retirement Income Security Act (ERISA) is at the heart of this evolution, introducing pivotal themes that promise to redefine the retirement planning horizon for millions of workers. Let’s explore some key themes for 2024, each designed to enhance the retirement readiness and financial…
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Securing Tomorrow: Women’s Roadmap to Financial Confidence
Exploring the interaction between retirement, education, and real estate is vital in financial planning especially for women. Early and ongoing financial education is crucial for managing both current and future needs effectively. A recent Bryn Mawr Trust study highlights the importance of strategic planning in addressing the impacts of career changes, educational progress, and residential…
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Planning Perspectives — Avoiding Retirement Roller Coasters
With proper planning, retirement doesn’t have to be a psychological roller coaster ride.
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Tax Preparation vs. Tax Planning – Understanding the Difference is Crucial
It’s tax preparation season. While gathering documents, statements, and receipts is important, the real value is in having a plan. Learn from our experts on how to minimize the taxes you are paying now and plan for years ahead.
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Planning Perspectives — Ways For Business Owners to Maximize Opportunities
Owners of closely held businesses face additional challenges when it comes to tax planning and year-end pressures. Check out these ways for business owners to maximize opportunities before March 15.
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Are Women Leading the Charge in Securing Their Financial Future?
Women are at the forefront of securing their financial futures, showcasing resilience, strategic planning, and an unwavering commitment to financial literacy. In an era where financial landscapes are constantly evolving, women’s involvement in financial planning has become more pronounced.
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Unlocking the Potential: What You Need to Know About IRC Section 1031 Like-Kind Exchanges
For those navigating the intricate world of real estate transactions, IRC Section 1031 provides a unique opportunity to defer capital gains taxes by selling property and reinvesting the proceeds in a similar property. Whether you’re a seasoned investor or a first-time property owner, understanding the nuances of Section 1031 is crucial for optimizing financial outcomes.
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Plan Wisely, Four Steps to Tax-Efficient Investing
For investors, the difference between investing and intelligent investing might not be how much you earn on each investment but how much you keep, after taxes. By implementing tax-efficient strategies into your overall financial planning you can learn to manage, defer, and/or reduce your income tax burden and hold on to a larger portion of…
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Tax Planning for Business Owners: Maximizing Opportunities Before March 15
Owners of closely held businesses face additional challenges when it comes to tax planning and year-end pressures. Most tax planning needs occur before the close of the calendar year, but there are a few options available between January 1 and March 15.
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Preparing to File your Taxes — Important things to know before you do.
Planning Perspectives — Your guide to navigating the complexities of wealth management with ease.
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Four Things Your CPA Might Miss in Preparing Your Taxes
For many of us, there is period between mid-February and April 15 known as tax season.
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Now is the Time to Review your Investment Allocation
The turn of the calendar represents an opportunity to thoughtfully review your investment portfolio as we look ahead to a busy year. A systematic approach should be leveraged to evaluate your long-term financial plan while harmonizing with a nearer term economic outlook.
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Breaking the Mold in 2024 – Mastering Market Upswings Amidst Economic Challenges
Andrew Davis and David Navarro of Bryn Mawr Capital Management take a deep dive into our market outlook for 2024. The webinar aims to help keep you informed in making strategic investment decisions and explore the economic and market forecasts from macroeconomic trends to market-specific dynamics.
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Winter 2024 Newsletter – Your Connection to Financial Planning and Advice
In this edition, we highlight our 2024 Economic and Market Outlook, share five steps for a smooth transition of financial responsibilities, review changes to 2024 Taxes that may help 2023 tax planning, and what the New Social Security Cost of Living Rate and the Medicare Part B Premiums Increase Mean to You, and more.
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A Look Ahead into 2024 – A Year of Measured Growth and Market Opportunities
The transition from 2023 to 2024 marks a significant shift in the global economic narrative. Last year’s unexpected steadiness and growth have set a dynamic stage for 2024, offering a range of strategic opportunities for investors of all types.
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Two the Point — Mastering the 2024 Economic and Market Challenges
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets. This week we discuss our 2024 Economic and Market Outlook.
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Factors You May Not Have Considered When Planning for Retirement
Retirement—the end of perhaps a thirty-to-forty-year career. You have worked, saved aggressively, paid off your mortgage, met with your financial advisor and now it’s time to pack it in. Whether it’s moving south to Florida or heading west to Arizona, year-round warm weather may be what you have in mind for retirement. However, what happens…
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Demystifying ESG Investing
Today, the term ESG (Environmental, Social, and Governance) has become a catch-all for different types of investing, and it has become a lightning rod for criticism. Proponents say it is a way to drive environmental and social initiatives forward. Detractors argue that ESG investing is a breach of fiduciary duty to pursue the highest returns…