Chester County News and Community Website
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
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
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
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
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
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 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
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
Once you and your spouse retire, you’ll have some decisions to make — decisions that could affect your quality of life in your retirement years. What are these choices?
Key Decisions for Retired Couples Read More
WASHINGTON, D.C. — The Social Security Administration (SSA) has outlined plans for a comprehensive agency-wide restructuring initiative aimed at realigning resources and addressing inefficiencies. This initiative includes significant workforce reductions, …
SSA Launches Bold Restructuring Plan with Workforce Cuts and Early Retirement Options to Transform Public Service Read More