Newsworthy Topics Archives - Page 8 of 8 - Bryn Mawr Trust Wealth Management

A businessman with white hair and a white beard, wearing a gray suit, looks pensively into the distance.

Navigating the Future: Key Changes Reshaping Company Retirement Plans in 2024

By March 15, 2024December 27, 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 security of the average employee in an ever-changing world.

A woman looking at her laptop. Her hair is pulled back into a bun and she is wearing a white button-up shirt.

Newsworthy Topics

Securing Tomorrow: Women’s Roadmap to Financial Confidence

By March 13, 2024December 27, 2024

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 moves on women’s finances. Understanding these factors enables women to make informed decisions that support their life ambitions and financial security.

A mockup of an embedded digital video player. A transparent "Play" icon is superimposed over a photograph of a road extending into the horizon. The publication's title "Planning Perspectives" is emblazoned above. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.

Newsworthy Topics | Retirement Planning

Planning Perspectives — Avoiding Retirement Roller Coasters

By March 13, 2024December 27, 2024

With proper planning, retirement doesn’t have to be a psychological roller coaster ride.

A woman in a striped shirt with her hair pulled back in a bun, and a man wearing a t-shirt, are both looking at a laptop. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.

Newsworthy Topics

Tax Preparation vs. Tax Planning – Understanding the Difference is Crucial

By February 29, 2024December 27, 2024

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.

Newsworthy Topics

WEBINAR: Tax Preparation vs. Tax Planning – Understanding the Difference is Crucial

By February 29, 2024February 26, 2025

Newsworthy Topics

Planning Perspectives — Ways For Business Owners to Maximize Opportunities

By February 28, 2024December 27, 2024

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.

A woman looking thoughtful. She has shoulder-length gray hair, and is wearing tortoiseshell glasses and an Oxford shirt. She pensively presses a pencil against her chin.

Newsworthy Topics

Are Women Leading the Charge in Securing Their Financial Future?

By February 28, 2024December 27, 2024

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.

Newsworthy Topics

Unlocking the Potential: What You Need to Know About IRC Section 1031 Like-Kind Exchanges

By February 23, 2024December 27, 2024

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.

A man, with gray hair, wearing an orange sweater smiles and laughs. Beside him, a woman with shoulder-length dark hair and a silk blouse smiles as well.

Newsworthy Topics

Plan Wisely, Four Steps to Tax-Efficient Investing

By February 21, 2024December 27, 2024

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 your wealth.

Disclosures