Chester County News and Community Website
You may have heard of the “4% rule” when it comes to retirement. The idea is simple: After you retire, you withdraw 4% of your investment portfolio each year. In …
Does the 4% Rule Still Make Sense for Your Retirement? Read More
When it comes to managing your money, there’s more to consider than just the bottom line. For many people, investing isn’t only about building wealth or reaching goals — it’s …
Investing With Heart: Find a Financial Advisor Who Shares Your Values Read More
Think estate planning is only for the wealthy or elderly? Think again. If you own anything — a home, a car, a savings account, even a pet — you already …
You Have an Estate Plan — Whether You Know It or Not Read More
In the age of social media, it’s easy to find advice on just about anything — including how to manage your money. Content creators known as “finfluencers” — short for …
Should You Trust a ‘Finfluencer’? Read More
VALLEY FORGE, PA — Investors who receive personalized financial advice are reaping far more than just improved portfolio performance, according to new research from Vanguard. The firm’s Emotional & Time …
Vanguard Survey Highlights Emotional and Time-Saving Benefits of Personalized Financial Advice Read More
There’s a quote about the importance of setting goals that says, “If you don’t know where you’re going, any path will take you there.” You probably have dreams about retirement, …
The Importance of Setting Strong Financial Goals Read More
We’re getting close to the Fourth of July, our national Independence Day. This celebration may get you thinking of the many freedoms you enjoy. But have you thought of what …
Work Toward Your Own Financial Independence Day Read More
Perhaps you’ve heard the expression: “Life is what happens when you’re busy making other plans.” It’s certainly true about an unexpected job loss. And it may cause stress over your …
Steps to Take Following a Job Loss Read More
Some financial decisions can be challenging — like whether to use your money to reduce your debt or to invest. If you already have a significant amount of debt and …
Should You Pay Off Debts or Invest? Read More
You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you have your annual review, think carefully about what …
Questions to Ask Your Financial Advisor Read More