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Resources — 2023-2024 Year-End Tax Planning Guide [PDF]
The best tax planning strategies will evolve as your situation changes, whether due to life events, economic developments, or new tax laws. Download our Annual Tax Planning Guide to help keep you informed and on track about current tax and legal regulations.
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Resources — 2023-2024 Year-End Tax Planning Guide [PDF]
The best tax planning strategies will evolve as your situation changes, whether due to life events, economic developments, or new tax laws. Download our Annual Tax Planning Guide to help keep you informed about current tax and legal regulations.
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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…
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What Could the New Social Security Cost of Living Rate and the Medicare Part B Premiums Increase Mean to You?
Social Security’s 2023 Cost of Living Adjustment (COLA) was one for the record books at 8.7% marking the biggest adjustment in more than 40 years. It provided many retirees with a much-needed reprieve from the impact of decades of high inflation. Social Security’s COLA will not be as generous for 2024 at 3.2%. While this…
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Six Steps for Women to Improve Their Future Financial State
Today, women have reached the pinnacle of success from corporate executives to business owners to entrepreneurs. Now more than ever, they are in a better position to achieve financial security for themselves and their families. That means becoming more involved in their financial plan and taking an active role in their investment savings.
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Strategies You Need to Know to Maximize Your 401(k)
Named after its section in the Internal Revenue Service code, 401(k)’s and other employer-sponsored retirement plans, such as 403(b)’s and 457’s, have become a mainstay for building and saving toward retirement. These retirement plans offer the most comprehensive benefits, from the highest contribution limits to employer matching to unlimited creditor protection, to name a few.…
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Maximizing Your Year-End Charitable Giving
By Elizabeth B. Wagner, SVP, Director of Institutional Wealth Management, Bryn Mawr Trust Charitable giving is a uniquely American phenomenon, driven by both social and tax considerations. In 2022, Americans gave $499.33 billion to charitable causes, according to the annual Giving USA dataset. Just under two-thirds of that came directly from individuals (not corporations, foundations,…
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Newsworthy Topics — What Does the Recession Mean to You if You Don’t Have a Long-Time Horizon?
It seems that each day the financial press inks yet another article about an impending US…