Donald Lyons is a Wealth Strategist with Bryn Mawr Trust. With 20 years of experience in wealth management, he provides high-net-worth clients with fiduciary and investment management services. Donald provides comprehensive financial planning focused on income replacement, asset management, incapacity, and estate planning. He also has experience working with endowments, foundations, and other nonprofit institutions.
Donald is a CERTIFIED FINANCIAL PLANNER™ professional.
Read Articles by Donald Lyons, CFP®, NSSA®
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Three Ways to Help Couples Discuss Money Management
It’s well documented that over half of first-time marriages in the U.S. will end in divorce, with money being a…
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What Could the New Social Security Cost of Living Rate and the Medicare Part B Premiums Increase Mean to You?
Social Security’s 2023 Cost of Living Adjustment (COLA) was one for the record books at 8.7% marking the biggest adjustment…
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Factors You May Not Have Considered When Planning for Retirement
Retirement—the end of perhaps a thirty-to-forty-year career. You have worked, saved aggressively, paid off your mortgage, met with your financial…
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Strategies You Need to Know to Maximize Your 401(k)
Named after its section in the Internal Revenue Service code, 401(k)’s and other employer-sponsored retirement plans, such as 403(b)’s and…
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National Social Security Day
Today commemorates the signing of the Social Security Act by President Franklin D. Roosevelt on August 14, 1935. Since then,…
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Is a Roth IRA Conversion Right for You?
As we begin a New Year, we often reflect on the past and make resolutions for the future. Last year…
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Are You Ready for the Recent Retirement Enhancements from the Secure Act 2.0?
In December 2022, Congress passed the $1.7 trillion Consolidated Appropriations Act to avert a shutdown and fund the federal government…
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For Retirees, Some Welcome Social Security and Other Benefits Increases to Help Ease Impacts of Inflation
With inflation at multi-decade highs, retirees are feeling the squeeze as they grapple with the effects of rising prices on…
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Social Security Depletion – What You Should Know
By the year 2034, the Social Security Trust fund will be depleted, and benefits will be reduced by 20% if…
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The Impact College Savings Has On Financial Aid
February is Financial Aid Awareness Month, created to provide parents, students and families with the education and resources to make…
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Generational and Gender Differences in Approach to Estate Planning
Since the start of the pandemic, our lives have changed in a variety of ways, from increases in telemedicine and…
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