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Retirement

Retirement planning
Personal Finance

Local Business Owners: Don’t Overlook Retirement Plans

February 4, 2026 - by Joe Oliver

If you’re a local business owner, you’re juggling many priorities: growing revenue, managing expenses, supporting your team and planning for your own future. What if one tool could help with …

Local Business Owners: Don’t Overlook Retirement Plans Read More

Retirement
Personal Finance

Why Social Security Matters More for Women

January 22, 2026January 26, 2026 - by Joe Oliver

When planning for retirement, Social Security isn’t just another item on your financial checklist. For women especially, it’s often the cornerstone of a secure retirement. The Social Security Administration reports …

Why Social Security Matters More for Women Read More
Vanguard
Business

Vanguard and TIAA Unite on New Lifetime Income Trust as Demand for Secure Retirement Grows

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

VALLEY FORGE, PA — Vanguard is expanding its retirement income offerings through a new collaboration with TIAA, aiming to bring guaranteed lifetime income to a broader segment of American workers. …

Vanguard and TIAA Unite on New Lifetime Income Trust as Demand for Secure Retirement Grows Read More

Woman checking blood pressure of a man
Personal Finance

Americans Race Toward Retirement—And Vanguard Says Many Aren’t Ready for What Comes Next

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

VALLEY FORGE, PA — Vanguard has released its inaugural How America Retires report, a sweeping data analysis that arrives as more than four million Americans turn 65 this year—a record …

Americans Race Toward Retirement—And Vanguard Says Many Aren’t Ready for What Comes Next Read More
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

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