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. 

© 2024 WSFS Bank.

WSFS Bank d/b/a Bryn Mawr Trust Member FDIC.

Bryn Mawr Trust is a division of WSFS Bank.

Bryn Mawr Capital Management, LLC. is an SEC registered investment adviser and a subsidiary of WSFS Financial Corporation.  Registration as an investment adviser does not imply a certain level of skill or training. 

WSFS Financial and its affiliates, subsidiaries and vendors do not provide legal, tax or accounting advice. Please consult your legal, tax or accounting advisors to determine how this information may apply to your own situation.  This newsletter is for informational purposes only and should not be construed as legal, tax or financial advice or a recommendation any specific product, service, security or sector. Information has been collected from sources believed to be reliable but has not been verified for accuracy. INVESTMENTS: NOT A DEPOSIT. NOT FDIC – INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.   

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