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Retirement

Savings
Personal Finance

Vanguard Report Finds Only Four in Ten Americans on Track for Retirement

October 23, 2025October 22, 2025 - by Timothy Alexander

VALLEY FORGE, PA — A new analysis from Vanguard reveals that just 42% of Americans are currently on track to achieve retirement security, underscoring persistent gaps in savings access and …

Vanguard Report Finds Only Four in Ten Americans on Track for Retirement Read More

National Retirement Security Month
Personal Finance

A Retiree’s Guide for National Retirement Security Month

October 2, 2025October 2, 2025 - by Joe Oliver

If you’re retired, it’s easy to let your finances go on autopilot. Since October is National Retirement Security Month, it’s a good time to revisit some areas that can impact …

A Retiree’s Guide for National Retirement Security Month Read More
Vanguard
Business

Vanguard Ranks Second in J.D. Power Study for Retirement Plan Digital Experience

September 16, 2025September 15, 2025 - by Timothy Alexander

VALLEY FORGE, PA — Vanguard has secured the No. 2 position among 18 retirement plan providers in the J.D. Power 2025 Retirement Plan Digital Experience Study, underscoring the firm’s progress …

Vanguard Ranks Second in J.D. Power Study for Retirement Plan Digital Experience Read More

Personal finance
Personal Finance

Look At Your Financial Situation Holistically

September 11, 2025September 11, 2025 - by Joe Oliver

When you plan a trip, you consider not only the destination but also the climate, activities that interest you, transportation needs, anticipated costs, best time to go and coverage for …

Look At Your Financial Situation Holistically Read More
Fiduciary Exchange, LLC FIDx
Business

FIDx Insurance Exchange Surpasses $3 Billion in Transactions as Annuity Demand Accelerates

September 11, 2025September 10, 2025 - by Timothy Alexander

BERWYN, PA — Fiduciary Exchange LLC (FIDx) announced this week that its Insurance Exchange (IX) platform has processed more than $3 billion in new transactions, marking a significant milestone as …

FIDx Insurance Exchange Surpasses $3 Billion in Transactions as Annuity Demand Accelerates Read More

Required minimum distribution
Personal Finance

Does the 4% Rule Still Make Sense for Your Retirement?

August 7, 2025August 7, 2025 - by Joe Oliver

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
Financial independence
Personal Finance

Work Toward Your Own Financial Independence Day

July 3, 2025July 2, 2025 - by Joe Oliver

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

Lincoln Financial
Regional

Lincoln Financial and Rich Roll Launch ‘The Action Plan’ Content Series

June 28, 2025June 27, 2025 - by Timothy Alexander

RADNOR, PA — Lincoln Financial (NYSE: LNC) has partnered with wellness advocate and podcast host Rich Roll to launch a new four-part content series titled The Action Plan. This initiative, …

Lincoln Financial and Rich Roll Launch ‘The Action Plan’ Content Series Read More
Fiduciary Exchange, LLC FIDx
Business

Fiduciary Exchange Secures Growth Capital to Expand Retirement Solutions

June 18, 2025June 18, 2025 - by Timothy Alexander

BERWYN, PA — Fiduciary Exchange, LLC (FIDx) this week announced the completion of its latest growth capital round, led by Prudential Financial, Inc., with additional investments from Franklin Templeton, Invesco …

Fiduciary Exchange Secures Growth Capital to Expand Retirement Solutions Read More
PECO
Regional

PECO Announces Leadership Transition as CEO David Velazquez Retires

May 21, 2025May 20, 2025 - by Timothy Alexander

PHILADELPHIA, PA — PECO, an Exelon company, has announced the retirement of President and CEO David Velazquez, set to take effect on July 1. Velazquez steps down after a remarkable …

PECO Announces Leadership Transition as CEO David Velazquez Retires Read More

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