Chester County News and Community Website
WASHINGTON, D.C. — To safeguard the retirement savings of working Americans, the Biden administration announced on Tuesday the finalization of the Retirement Security Rule. This groundbreaking regulation aims to elevate …
Biden Administration Finalizes Retirement Security Rule to Protect Savers Read More
BERWYN, PA — Envestnet, Inc. (NYSE: ENV) recently announced a partnership with First Command Financial Services, Inc., which will provide its network of financial advisors access to Envestnet’s integrated financial ecosystem including …
First Command Partners with Envestnet to Strengthen Its Service Offering for Military Families Read More
Managing your finances and investing for your future are important tasks — and they can be challenging. But you don’t have to go it alone. Many people benefit from working …
What You Should Ask a Financial Advisor? Read More
Retirement is a time to relax, travel, and enjoy the fruits of your labor. However, it can also be a time of financial stress if you haven’t planned well. With …
Outliving Your Savings: Tips for a Secure Retirement Read More
RADNOR, PA — eMoney Advisor recenlty announced the agenda for the 2023 eMoney Summit, the industry’s premier event for planning-led financial professionals. The tenth Summit will be held virtually Oct. 16-18, …
eMoney Advisor Announces Agenda for Tenth Summit Read More
BERWYN, PA — Trucendent and NetLaw recently announced a strategic relationship in support of the collaboration between financial advisors, clients, attorneys and corporate trust administrators to create and update clients’ …
Trucendent and NetLaw Announce Strategic Relationship Read More
WEST CHESTER, PA — Key Financials’ CEO, Patti Brennan has claimed the #5 spot – up from #7 last year, in the Barron’s Top 1,200 Advisors State by State ranking. …
Chester County’s Patti Brennan #5 in Barron’s Top 1,200 Advisors State by State Read More
RADNOR, PA — Lincoln Financial Group (NYSE: LNC) announced it continues to strengthen its MoneyGuard® suite with the introduction of real-time underwriting capabilities and the expansion of Lincoln MoneyGuard Market Advantage® into California. Lincoln MoneyGuard …
Lincoln Financial Group Further Enhances Industry-Leading MoneyGuard Suite Read More
With tax season underway, the latest Consumer Sentiment Tracker report from Lincoln Financial Group has reaffirmed the need for greater financial literacy when it comes to understanding how tax efficiency can …
Discover the Strategies that Can Save You Money on Taxes Right Now Read More
EXTON, PA — Before she was a commentator on CNBC and the keynote at Forbes Magazine’s Top Advisor Summit, Patti Brennan, CFP® was making sure wealth management made sense to businesses and …
From Registered Nurse to Nationally Renowned Wealth Advisor: Patti Brennan to be Inducted into Chester County Hall of Fame Read More