Unpacking the “Big, Beautiful Bill” and Your Finances

WEBINAR REPLAY: Unpacking ‘One Big Beautiful Bill’ and Your Finances

ByWSFS Contributor

The political landscape is shifting, and with it comes a sweeping set of proposed tax changes known as the “One Big Beautiful Bill” that could have meaningful impacts on how families build wealth, pass it on, and plan for the future. Our financial planning experts recently broke down what’s on the table, how it may…

One Big Beautiful Bill Act

Beauty or Beast: The “One Big Beautiful Bill Act” and Key Tax Changes to Prepare For

ByOrin Fries

The passage of the “One Big Beautiful Bill Act” (H.R. 1) has many excited for extensions from the 2017 Tax Cuts and Jobs Act legislation. Others are feeling disheartened by the significant cuts made to important programs like Medicaid and SNAP. Regardless of your personal viewpoint, from a planning standpoint, it’s important to understand what…

Bryn Mawr Trust’s Internship Experience Pushes Jordan Walter Pelzer Out of Comfort Zone

Bryn Mawr Trust’s Internship Experience Pushes Jordan Walter Pelzer Out of Comfort Zone

ByWSFS Contributor

Integrity is a critical trait for any financial planner, but at Bryn Mawr Trust, it’s non-negotiable for everyone, including interns. That experience has been central to Jordan Walter Pelzer’s experience as a Wealth Management Intern with the company. Coming into the summer, Pelzer’s goal was to discover the type of leader he wanted to become….

A man and a woman looking at a laptop

WEBINAR REPLAY: Making Your Money Last: A Guide to Retirement Income Planning

ByOrin Fries

Retirement is more than just saving—it’s about knowing how to turn those savings into steady, lasting income. In this webinar, we explored how sources like IRAs, 401(k)s, and Social Security can work together to fund your lifestyle. We also discussed how to estimate your monthly and annual income needs while planning for healthcare and other…

Smart Foreign Exchange Strategies for Summer Travel

Smart Foreign Exchange Strategies for Summer Travel: Maximize value and minimize stress with these tips before you take off

ByWSFS Contributor

As summer travel season approaches, many of our clients are making plans to explore destinations across Europe, Asia, and beyond. Whether your itinerary includes sun-soaked beaches, historic cities, or family adventures abroad, it’s important to think ahead when managing foreign currency needs. Smart foreign exchange (FX) strategies can help you avoid unnecessary fees, reduce risk,…

WEBINAR REPLAY: 2025 Mid-Year Economic & Market Outlook: Risks and Opportunities Ahead

WEBINAR REPLAY: 2025 Mid-Year Economic & Market Outlook: Risks and Opportunities Ahead

ByWSFS Contributor

The first half of 2025 has seen shifting political landscapes and global uncertainties, making it more important than ever to stay informed. Watch the replay of our Mid-Year Economic & Market Outlook to get clarity on what these changes mean for your financial plan and understand the economic and market trends that could shape the…

Partner with a Private Banker for Your IOLTA Needs

Partner with a Private Banker for Your IOLTA Needs

ByWSFS Contributor

An Interest on Lawyers’ Trust Account (IOLTA) is a type of trust account used by attorneys to hold client funds that are either too small in amount or held for too short a period to generate interest for the individual client. Instead of the interest benefiting the client, the interest is pooled and directed toward…

Unlocking Your Home's Hidden Potential: How a HELOC Can Help You Move Beyond 'Golden Handcuffs’ and Transform Your Living Space

Unlocking Your Home’s Hidden Potential: How a HELOC Can Help You Move Beyond ‘Golden Handcuffs’ and Transform Your Living Space

ByWSFS Contributor

If you’re among the millions of Americans, like my wife and I, who purchased or refinanced their homes during the early years of the pandemic, you were likely fortunate enough to secure a mortgage rate between 2.5% and 4%.  Mortgage rates reached an all-time low in January of 2021, but have since more than doubled,…

Navigating Market Volatility: Strategic Insights Amid Rising Trade Tensions
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Navigating Market Volatility: Strategic Insights Amid Rising Trade Tensions

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The announcement of blanket tariffs on all foreign goods coming to the U.S. resulted in a sharp market selloff yesterday. Indications for today show no reprieve, as China, the world’s second-largest economy, is imposing its tariffs on U.S. goods. While historically, similar sparks have ignited a global trade war, immense uncertainty remains.  Further retaliatory announcements…

April Wealth Thought Leadership
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The Difference Financial Planning Can Make

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Financial planning can have many definitions. It can relate to your business, your finances, or your family in general. This exercise provides a road map of where you have been financially, where you are, and where you want to go. I am often asked how frequently I should partake in this exercise, and my answer…

A calculator and coins.

Understanding Interest Rates in the U.S. and How They Affect Deposits, Lending, and Mortgages

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Interest rates play a pivotal role in the U.S. economy, influencing everything from consumer spending to business investments. These rates determined mainly by the Federal Reserve (“the Fed”), directly affect the cost of borrowing and the returns on savings. For individuals and businesses, understanding how interest rates rise and fall—and the ripple effects these changes…

Women Entrepreneurs: Breaking Barriers and Redefining Success
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Women Entrepreneurs: Breaking Barriers and Redefining Success

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Women entrepreneurs are transforming economies worldwide, driving innovation, and overcoming systemic barriers to success. In 2024, women-owned businesses accounted for 39% of all businesses in the U.S., employing 12.2 million workers and generating $2.7 trillion in revenue1. Despite these achievements, women entrepreneurs continue to face challenges in accessing capital, securing industry representation, and gaining visibility.

A woman using a laptop and a calculator.

Women & Wealth: The Duality of Money

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According to McKinsey, the great wealth transfer is upon us and American women stand to control approximately $30 trillion by 2030.1 This shift in wealth presents opportunities and challenges for female investors and financial decision-makers, and understanding our biases, emotions, and financial behavior about money will help us manage our wealth and teach the next generation the importance of financial responsibility.

The Three Most Important Questions to Answer Before Gifting to Charity This Year
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The Three Most Important Questions to Answer Before Gifting to Charity This Year

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For many of us, the end of the year is often a mad dash for charitable giving. Before you write that check this December, take time to reflect on how you will gift, the timing, and who will gift alongside you to make your donation most meaningful. There are many ways to give, including the…