Planning in Focus Archives - Bryn Mawr Trust Company of Delaware | A WSFS Company

The Power of Purpose Trusts

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The Power of Purpose Trusts

ByOrin Fries February 10, 2026February 10, 2026

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.

Roth Changes for High Earners in 2026

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Roth Changes for High Earners in 2026

By January 28, 2026February 4, 2026

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…

Planning in Focus

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How to Set Smart Financial Goals

By January 13, 2026January 13, 2026

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.

Planning in Focus

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2025 Year-End Planning Insights

By December 18, 2025December 18, 2025

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.

How to teach your kids about money

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How To Teach Your Kids About Money

ByWSFS Contributor December 10, 2025December 10, 2025

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…

Planning in Focus

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Financial Strategies for Giving Season

ByOrin Fries November 25, 2025November 25, 2025

Planning in Focus is your guide to navigating the complexities of wealth management with ease.

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© 2026 WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank. Private Banking is a division of WSFS Bank.
Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s registration as an investment advisor does not imply a certain level of skill or training.

Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust.

It remains a client’s responsibility to advise Bryn Mawr Trust (BMT) and Bryn Mawr Trust Advisors (BMTA), in writing, if there are any changes in a client’s personal/financial situation or investment objectives for the purpose of BMT or BMTA reviewing, evaluating, and/or revising its previous recommendations and/or services, or if a client would like to impose, add, or modify any reasonable restrictions to BMT or BMTA services.

All opinions expressed by the Associate(s) on television, radio, internet, or any other medium are merely opinions. You should not treat any opinion expressed as an inducement to make a particular investment or follow a particular strategy. Opinions expressed are based upon information that the Associate(s) considered reliable at the time spoken, but there is no guarantee of completeness or accuracy, and it should not be relied upon as such. The opinions do not represent the opinions of WSFS Financial Corporation or its subsidiaries. The Associate(s) and the listed entities have no duty to update or correct any information that was provided. Past performance is not indicative of future results, and as such, neither the Associate(s) nor any of the above-listed entities guarantee any specific outcome, performance, or profit. Before acting on any information from the Associate(s), consider suitability for your personal financial situation and seek the advice of your own financial professional.

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