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Retirement

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

Retirement planning
Personal Finance

Key Decisions for Retired Couples

March 6, 2025March 6, 2025 - by Joe Oliver

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
Retirement plans in the United States
Personal Finance

What to Know Before “Reversing” Your Retirement

February 20, 2025February 20, 2025 - by Joe Oliver

After working for decades, you may have been looking forward to retiring. But what if you decide to “reverse” your retirement?

What to Know Before “Reversing” Your Retirement Read More

Career transition
Personal Finance

Consider These Moves When Considering a Career Transition

February 13, 2025February 13, 2025 - by Joe Oliver

If you are navigating a career transition, what financial moves should you consider? Here are five things you need to know before making a move.

Consider These Moves When Considering a Career Transition Read More
Retirement planning
Personal Finance

Inflation-Fighting Strategies for Retirees

December 5, 2024December 5, 2024 - by Joe Oliver

At different times, inflation may be high or low, but, except in those rare periods of deflation, it’s always with us. During your working years, when you may receive boosts …

Inflation-Fighting Strategies for Retirees Read More
Retirement Savings
Personal Finance

Cutting Spending Can Help Boost Retirement Savings

October 31, 2024October 31, 2024 - by Joe Oliver

Like most of us, you may someday want to enjoy a comfortable retirement. Your ability to achieve this goal will depend on how much you save — but it also …

Cutting Spending Can Help Boost Retirement Savings Read More

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