Buying a second home involves more than the purchase price. WSFS Private Banking’s John Ventura explores financing, tax considerations, insurance, maintenance costs, and long-term planning strategies for vacation, rental, or retirement
The distinction between a good economy and a good market is an important one for investors. Watch the full commentary from Andrew N. Davis, CFA, for perspective on earnings expectations, market leadership, and the outlook for long-term investors.
As the year progresses, many clients reassess liquidity needs, tax positioning, and overall portfolio strategy. A Marketable Secured Line of Credit (MSLOC) can be a powerful tool in that mix when used prudently. Below is a practical look at when and why MSLOCs can be utilized strategically, along with key considerations around timing and risk. What Is…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Crummey trusts can help families use the annual gift exclusion while supporting longer-term estate planning goals. They offer a thoughtful way to move assets out of an estate without giving beneficiaries immediate unrestricted control. Learn more about whether a Crummey trust…
Planning in Focus is your guide to navigating the complexities of wealth management with ease.
In a world where financial decisions are increasingly fast‑paced and interconnected, having access to flexible liquidity has become essential for individuals and families at every stage of wealth building. Opportunities can arise quickly, unexpected expenses can surface without warning, and market conditions can shift in ways that challenge even the best‑laid plans. A thoughtful liquidity…
Divorces are always financially disruptive, but a divorce late-in-life can create unique financial challenges, especially for those already nearing or in retirement. The term “Gray Divorce” was first coined by the AARP in 2004. It describes the separation of couples typically over 50, frequently after many years of marriage. While divorce rates have fallen in…
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