Check out these tips from #BrynMawrTrust’s Elizabeth Wagner to maximize your year-end charitable giving.
DAWN POOL’s Post
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“There are so many individuals, young, mid-career and deep into their career, that are not saving enough for a healthy and secure retirement,” Bryn Mawr Capital Management’s Jacqueline Reeves told CNBC. Learn more about retirement savings tips.
49% of workers think they can meet their retirement goals — 35% say they will need over $1 million to retire comfortably
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Ever heard of a "muse" scam? Fraudsters target your social media photos to trick you out of money. Check out these tips from #WSFS’ Robert Eastwood to protect yourself.
How to Protect Yourself from ‘Muse’ Scams on Social Media
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As we approach the 2024 U.S. Presidential election, the markets have already shown signs of reacting to the evolving political landscape. Check out this article from Andrew Davis, CFA exploring historical patterns and recent shifts in market sentiment.
Market Dynamics in Election Years: Lessons from History and Recent Events
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Purchasing a home is one of life’s most important financial decisions. WSFS is here to help with the information and resources you need so you can make your next move with confidence. Check out our upcoming homebuyer workshops to learn more.
WSFS Mortgage Homebuyer Workshops – October 2024
wsfsbank.com
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With potential shifts in tax laws on the horizon, your financial and estate plans need to be adaptable. Here are three potential shifts and strategies to consider as we approach this period of uncertainty.
The Importance of Adapting Financial and Estate Plans to Legal Changes
bmt.com
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October is Cybersecurity Awareness Month! Check out these tips to identify common scams like bank impersonation, phishing, and check washing.
Cybersecurity Awareness Month 2024: How to Protect Yourself from the Latest Scams
wsfsbank.com
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Healthcare expenses are projected to be the highest spending category in retirement, and it is essential to have a solid plan in place. Here are five important strategies to help you effectively manage healthcare expenses during retirement.
5 Ways You Can Prepare for Healthcare Expenses in Retirement
bmt.com
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38% of regional residents are spending more money now compared to last year, while only 28% are saving more, according to a #WSFS Money Trends survey. Check out what else the survey uncovered.
Regional Consumers’ Spending and Saving Habits Remain Flexible in Challenging Economy, WSFS Bank’s Annual Money Trends Survey Finds
wsfsbank.com
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With interest rates on the decline, this Fall could be the perfect season to find your next home! Check out these tips from WSFS Mortgage’s Jeffrey M. Ruben to help prepare your finances and find your dream home.
3 Tips to Help with Your Fall Home Search
wsfsbank.com
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As the 2024 presidential election approaches, many of us grapple with heightened anxiety about the potential impact on our financial futures. Consider these tips for managing your financial planning with confidence during election years.
Election Year Financial Uncertainty? Consider These Tips to Ease Your Mind
bmt.com
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