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…
Banking is personal. Money touches nearly every major life moment, from milestones to unexpected challenges, and trusted advisors make financial planning feel more human and connected. In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy speak with Shari Kruzinski, Executive Vice President and Chief Consumer Banking Officer at WSFS Bank, about…
For many homeowners, a mortgage is viewed as a necessary step in buying or refinancing a home. But when approached thoughtfully, it can also play a meaningful role in your broader financial strategy. At WSFS Private Banking, clients may be *eligible for discounted mortgage interest rates by establishing a new wealth management relationship. This opportunity…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This video explains the role of Special Needs Trusts in planning for the future while preserving benefits and supporting lifelong care.
What does it take to think differently—and still win? In this episode, Jamie Hopkins and Kate Duffy sit down with Jay Sugarman, Principal Owner of the Philadelphia Union and Chairman and CEO of Safehold to explore how unconventional thinking has defined his career. Jay reflects on how frequent change early in life built resilience, sharpened…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode, we explore why it’s never too late to plant the retirement tree—by clarifying your vision for life after work, aligning your income sources to support it, and preparing for risks so your plan can evolve as life changes.
Strong businesses aren’t built on strategy alone—they’re shaped by relationships, trust, and shared experiences. In this episode of the Planning Perspectives Podcast, hosts Jamie Hopkins and Kate Duffy explore how leadership, family, and business growth intersect—and how leaders can maintain alignment and long‑term vision without losing what matters most. Jamie and Kate are joined by…
More than 11,000 Americans reach age 65 every day according to Social Security Administration,1 continuing the “Silver Tsunami.” Amid this shift, financial planning has never felt more urgent or more complex. The number one question for those approaching retirement remains the same: “Will I have enough?” Going into retirement without a financial plan is like…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode, we discuss why cohabitation plans are becoming essential for couples who choose to live together without marrying.
Giving is often seen as something reserved for the wealthy, but meaningful philanthropy is more personal and accessible than many people realize. In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy talk with Elizabeth Wagner, Senior Vice President and Director of Endowments, Foundations, and Charitable Giving at Bryn Mawr Trust, about…
Planning in Focus is your guide to navigating the complexities of wealth management with ease.
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…
A cohabitation agreement helps fill these gaps by defining expectations, documenting contributions, and protecting both partners through clarity and enforceability.
Our senior advisors break down the key IRS retirement contribution updates and what they mean for your financial strategy.
What does it take to build a brand that inspires lasting loyalty while navigating decades of growth and rapid change? In this episode, Jamie Hopkins and Kate Duffy sit down with Chris Gheysens, CEO and Chairman of Wawa Inc., to explore the leadership mindset, ownership structure, and long‑term strategy behind one of the nation’s most…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Divorce after 50 can complicate retirement plans, asset division, and financial stability. With the right team of professionals, these challenges can be managed effectively. Learn how to navigate Gray Divorce with clarity and preparation in this week’s Planning in Focus with…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Balancing financial goals like paying down debt, saving for retirement and supporting your family can feel overwhelming. Matthew Thornton, CFA, shares a simple framework to help you prioritize your financial goals in this week’s Planning in Focus.
Watch our webinar replay on how to maximize your Social Security benefits. Designed for both those nearing retirement and those planning ahead, this session emphasizes advanced strategies to help you optimize your benefits and secure your financial future. Speakers:
The Traditional Approach: Deferring Taxes Over the last 50 years, investors have become very familiar with the adage “Defer, defer, defer!” when it comes to tax planning. The most accessible deferral vehicles have long included employer-sponsored 401(k) plans, traditional IRAs, and deferred compensation programs. By pushing income into the future, these tools allow high earners…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode we discuss purpose trusts and how they can be utilized in business planning.
Wealth planning strategies are rarely about numbers alone, and traditional structures may not meet the complex long-term goals individuals seek to achieve. One planning concept that has gained increased attention in recent years is the purpose trust, designed to carry-out a defined objective rather than simply distributing assets to beneficiaries. Purpose trusts are not new, but their…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Secure Act 2.0 is reshaping retirement contributions for high earners. Business owners, are you prepared? Ensure your plan includes Roth options, communicate the changes, and take this opportunity to optimize your retirement offerings. Matthew Thornton, CFA, breaks down how to navigate…
Our winter newsletter offers timely insights to help you plan for the year ahead.
Our Chief Investment Officer and senior investment leadership team delivered an in-depth look at the forces shaping the economy and financial markets in 2026. They broke down key trends, risks, and opportunities—providing insights to help position investment strategies for success in a rapidly evolving landscape. Watch the replay to gain clarity and confidence as you…
The Rise of AI in Financial Services Artificial Intelligence (AI) is arguably the most transformative technological advancement since the internet. It enables rapid information retrieval through rule-based engines and parameters, evolving at an unprecedented pace. AI has improved efficiencies across industries — from operations to decision-making to research — and financial services is no exception….
Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode, we break down how to use the SMART acronym to set clear, achievable financial goals.
For many professionals, bonus season is both rewarding and complex. While a year-end payout can represent a substantial portion of total compensation, it also presents an opportunity—and a challenge—for effective financial and tax planning. Thoughtful preparation can help ensure that your bonus works harder for you, aligning short-term windfalls with long-term wealth strategies. Bonuses are…
As 2025 comes to a close, now is the time to ensure your financial plan is optimized for a strong finish and a successful start to 2026. Watch the replay of our webinar where our financial experts guided viewers through a comprehensive year-end checklist packed with actionable strategies to help: Speakers:
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week Matt Thornton, CFA® discusses planning strategies for the end of the year.
Despite cooling economic growth, persistent inflation, and escalating trade tensions, 2025 delivered impressive results: equities posted strong double-digit gains while fixed income achieved its best performance since 2020.
Financial literacy starts at home. From teaching young children about delayed gratification to coaching teens on saving and investing, parents play a vital role in shaping money-smart kids. Matthew Thornton, CFA breaks down practical tips for every age in this week’s Planning in Focus. Planning in Focus is your guide to navigating the complexities of wealth…
Internships are an exciting opportunity to learn more about an industry, role, and company. For Colton Steele, that opportunity led to a full-time job and exciting career prospects. While earning dual degrees in finance and economics from La Salle University, Steele joined Bryn Mawr Trust as a Corporate Trust Intern in 2024, where hands-on learning…
Social Security Takes Center Stage, Again Social Security remains one of the most important and widely discussed topics in retirement planning, especially with a growing wave of retirees and recent developments surrounding the Old-Age, Survivors, & Disability Insurance Program under the One Big Beautiful Bill Act.1 As conversations about benefits, claiming strategies, and the sustainability…
Planning in Focus is your guide to navigating the complexities of wealth management with ease.
Planning in Focus is your guide to navigating the complexities of wealth management with ease. From rebalancing portfolios after strong market years to updating beneficiary designations and watching for capital gains, Matt Thornton outlines how to make sure your strategy is aligned with your goals.
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss the backdoor Roth IRA strategy and how to navigate income limits while building tax-diversified retirement savings.
When it comes to wealth management, success isn’t just about beating market benchmarks.
When it comes to wealth management, success isn’t just about beating market benchmarks.
Our experts unpacked a step-by-step guide to getting ahead of the upcoming tax season. We covered critical year-end actions, essential filing requirements, and strategic timing decisions that can significantly impact your tax liability. Whether you’re a pre-retiree, business owner, or managing family finances, this session provided actionable insights to help you stay ahead of key…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss social security.
October is National Retirement Security Month—a great reminder to pause and check in on your financial security. Retirement planning is more than just numbers; it is about preparing for your life’s unexpected turns, protecting your loved ones and giving yourself the confidence to make choices that align with your values. Research shows individuals who plan…
As you accumulate wealth over a lifetime, complexity follows. Early in your career, financial planning may have consisted of budgeting, cash flow, building an emergency fund, and getting proper insurance in place. You may even engage an advisor for investing, an attorney to draft wills, or a Certified Public Accountant (CPA) to do your taxes….
Washington is once again in a government shutdown. Investors may be asking, does this really matter for the economy and markets? History provides a valuable perspective. What History Shows Shutdowns occur when Congress fails to pass appropriation bills or a temporary funding extension. When that happens, federal agencies close, hundreds of thousands of workers are…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss tax-smart retirement planning.
Retirement isn’t just about money; it’s about how you spend your time, maintain relationships, and create a meaningful life. In this episode, Jamie Hopkins and Kate Duffy welcome Christine Benz, Morningstar’s Director of Personal Finance, to explore how retirement planning is shifting from purely financial to a more holistic approach. Christine shares insights from her…
Hosts Jamie Hopkins and Kate Duffy share their journeys, first money memories, and the life lessons behind financial planning. From gravel shovels to fog machines, ballroom dancing to estate planning, they reveal how personal experiences shape the way we view money and life choices. Their candid reflections highlight the emotional and behavioral aspects of financial…
Join our experts for a step-by-step guide to estate planning. We’ll cover fundamental documents every adult should have, explore how major life changes trigger updates to your plan, and review recent estate tax changes with the “One Big Beautiful Bill.” Whether you’re just starting your estate planning journey or need to update existing documents, this…
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss the costly blindspot business owners ignore.
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