Chester County News and Community Website
OAKS, PA — Diversified, LLC, a financial advisory firm, has crossed a significant threshold by surpassing $2 billion in client assets under management (AUM) as of June 30, 2024. This achievement …
Diversified, LLC Reaches New Heights with Over $2 Billion in Assets Under Management Read More
Summertime is almost here — and for many people that means it’s time to hit the road. But even if you decide to take a vacation, you’ll want other areas …
Don’t Let Investments Take a Vacation Read More
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
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
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