Jamie Hopkins
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Visualizing Retirement: A New Way to Plan for Life After Work
Retirement planning has long been framed around numbers. Savings targets, withdrawal rates, and portfolio allocations tend to dominate the conversation.…
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Planning Perspectives: Inside the New Bryn Mawr Trust Podcast
Strategically planning out your financial future can be tricky. While there’s science behind the numbers of analytics, there’s also personal…
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Why Digital Asset Management Matters More Than Ever
In a world where technology drives our daily lives, it is no surprise that we have increasingly placed more value…
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Bryn Mawr Trust Survey Reveals Gaps Exist in Americans’ Digital Asset Awareness, Estate Planning
According to a new survey from Bryn Mawr Trust, Americans have little awareness about the importance of digital estate planning,…
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Unlocking the Digital Vault: A Guide to Digital Estate Planning for Small Business Owners
In the digital age, our lives and businesses are intricately woven into the fabric of the online world. From financial…
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WSFS Mortgage Study Reveals Positive Attitudes Toward Reverse Mortgages but Also Educational Opportunities
Reverse mortgages are gaining traction as a viable financial strategy for retirees seeking to enhance their cash flow and maintain…
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Bryn Mawr’s American College of Financial Services Joins Task Force on Retirement Planning
The Bryn Mawr-based American College of Financial Services, the nation’s largest nonprofit educational institution devoted to financial services, and the…












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