Experian A5 Count 'savings' as anything building your net worth. If you can put 20% toward extra debt payoff, investments, or saving for an asset like a home, that counts. This can help people w/ more, say, school debt know their savings is on track for their long term goals. #creditchat

Experian A7 Pay off high interest debts first and have an emergency fund while saving for retirement. Dial up the savings over time. Prioritize retirement savings over saving for your child’s college. You can borrow money for college but you cannot borrow money for retirement! #CreditChat

A8 Try the Social Security Retirement Estimator, Fidelity’s Retirement Score or AARP’s calculator. Strategy: review annually, rebalance investments and track progress toward your “number.” Don’t forget to adjust for inflation and possible healthcare costs. #CreditChat

A10 Counter intuitive advice, when you start saving for retirement and your first investments - start off for a few years in conservative investments. This gives you some confidence about savings and investing before you jump into a riskier and more volatile portfolio.

In observance of Labor Day, Bryn Mawr Trust will be closed on Monday, September 1st. Our normal business hours will resume on Tuesday, September 2nd.

FinServ Foundation’s Jamie Hopkins On Supporting The Next Generation Of Financial Advisors Watch now: tinyurl.com/msn34kjn #RIA #RIAChannel #AdvisorMentorship #FellowshipProgram FinServ Foundation

Financial planning thought leader Jamie Hopkins discusses why digital asset management is one of the biggest overlooked risks in retirement and estate preparation, and the steps we can take to fix it. Watch his latest WealthTrack interview at tinyurl.com/yc23tbz2

#Retirement Planning In 2025: What’s On People’s Minds by Forbes Jamie Hopkins #AutoPortability #401k bit.ly/47m5cHS

🏆 Tonight is the night 🏆 The 2025 WealthManagement.com Industry Awards FinServ Foundation is honored to be nominated for two #Wealthies ⭐ Corporate Social Responsibility Young Advisor Development Program ⭐ Industry Associations Fellowship Program

So proud of this volunteer community!

.WealthManagement.com, you did it again: this year's #Wealthies awards ceremony was one for the record books 🙌🏽. It was great catching up with so many friends, including Diana Britton, Jamie Hopkins, and Larry Sprung, CFP®, CEPA®, to name a few. #FinTwit #WealthManagement

Being a dad isn’t about titles, it’s about presence. Words of wisdom from Jamie Hopkins REBL Dads

Welcome to Talking T&E for Advisors, where Trusts and Estates Editor in Chief Susan Lipp and Jamie Hopkins, chief wealth officer at Bryn Mawr Trust, take seemingly complex estate planning issues and break them down for financial advisors. spr.ly/6016AqDr2

Finance is evolving fast 🚀 And the next generation isn’t waiting Tokenized assets, digital yield, and new ideas are redefining what’s possible Listen in as William Peck, Head of Digital Assets at WisdomTree and Jamie Hopkins discuss → youtu.be/mUz8cSsorQ8

Finance is evolving fast 🚀 And the next generation isn’t waiting Tokenized assets, digital yield, and new ideas are redefining what’s possible Listen in as William Peck, Head of Digital Assets at WisdomTree and Jamie Hopkins discuss → youtu.be/mUz8cSsorQ8

Digital assets are opening real doors in finance From tokenized funds to on-chain innovation → opportunity is everywhere The future of money is now💡 Listen in as William Peck Head of Digital Assets at WisdomTree & Jamie Hopkins discuss → youtu.be/mUz8cSsorQ8

Finance isn’t being disrupted …. it’s being upgraded. New tech, new ideas, new leaders. The next era of finance starts with us. 🌱 Tune- in as William Peck Head of Digital Assets at WisdomTree and Jamie Hopkins discuss   → youtu.be/mUz8cSsorQ8

Jamie Hopkins (Jamie Hopkins), CEO of Bryn Mawr Trust, says that Gen Z investors need to "stay invested" and "take some risks" to set themselves up for retirement. "You have time on your side as a Gen Z investor," he adds. For more market news, tune into:

Estate planning now includes digital assets. Jamie Hopkins of Bryn Mawr Trust explains how advisors can help clients protect crypto wealth for the next generation. Read: bit.ly/43KLkLS Subscribe to our newsletter: bit.ly/4lQTDgP

Crypto creates new estate planning challenges – and opportunities for advisors. Jamie Hopkins of Bryn Mawr Trust explains what you need to know. Read: bit.ly/43KLkLS Get more insights like this in our newsletter: bit.ly/4lQTDgP