A man and a woman, both wearing yellow shirts, are signing a document together.
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Retirement Spending – How Not to Overspend or Outlive Your Savings

ByWSFS Contributor

Saving for retirement is something many of us are encouraged to participate in throughout our working lives. In a recent Bryn Mawr Trust survey about women and retirement, 826 women (age 40+) said that their top sources of wealth are careers, followed by saving and budgeting, with 40% selecting retirement as the leading life event that impacts their financial planning.1 The rules and guidelines for how much to save and where are readily available, but there needs to be more professional guidance for when we finally reach retirement and begin spending it.

Three generations (grandparents, parents, and grandchildren) of a family are gathered around a piece of paper. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.
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WEBINAR: Securing Your Legacy: The Importance of Establishing and Updating an Estate Plan  

ByWSFS Contributor

Watch our replay on why having an estate plan is vitally important.  Watch to ensure your assets are distributed according to your wishes by providing your loved ones with invaluable peace of mind.  In this webinar, we outline the benefits of establishing and regularly updating a plan to secure your legacy.

An older couple, both wearing green sweaters, are meeting with a banker.
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The Importance of Aligning Your Investment Strategy with Your Estate Plan

ByWSFS Contributor

When it comes to managing your wealth for the future, having a sound investment strategy is paramount. However, equally important is ensuring that your estate plan is closely aligned with these investment choices. The synergy between how you manage your assets today and how you plan to pass them on to beneficiaries can significantly impact your financial legacy and security.

A woman in a pinstriped blue shirt and a man in a white button-up shirt are both holding mugs and conversing with a banker.
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Unlocking the Digital Vault: A Guide to Digital Estate Planning for Small Business Owners

ByWSFS Contributor

In the digital age, our lives and businesses are intricately woven into the fabric of the online world. From financial transactions to client communications, much of our business activity now takes place in the digital realm. Yet, many small business owners overlook a crucial aspect of estate planning: the digital estate.