Personal Finance News
Take stock in personal finance from financial planners, advisors, estate lawyers and experts. Topics covered include budgeting, investments, retirement planning, personal banking, software, products and services designed for consumers and professionals making financial decisions for individuals and families.
The Mortgage Calculator Delivers Real-Time Jumbo Loan Rates with Over 5,000 Loan Program Options
The Mortgage Calculator now offers live jumbo loan rates updated in real time across 5,000+ loan programs. Borrowers can access competitive solutions for high-value properties, including full documentation and Non-QM options tailored to self-employed individuals. - November 16, 2024 - Mortgage Calculator Company LLC
Area Insurance Professional Receives “Noble Achievement Award”
Neil Bruce Porter Receives Highest Honorary Award from American Equity, a Top Fixed Index Annuity Provider American Equity Investment Life Insurance Company®, a leading issuer of fixed index and fixed rate annuities, announces Neil Bruce Porter, President, Advisor, and Founder of The Resource... - November 15, 2024 - The Resource Center, Inc.
Charles L. Cooper Named a Professional of the Year for Two Consecutive Years by Strathmore’s Who’s Who Worldwide
Charles L. Cooper of Greeley, Colorado, has been chosen for a Professional of the Year for 2025 by Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the field of finance and retirement planning. Also named a Professional of the Year for 2024,... - November 14, 2024 - Strathmore Worldwide
KardoAI Expands Into Japan with New Feature Enhancements, Positioning Itself in Japan’s Growing Fintech Scene
KardoAI, the AI-powered platform dedicated to maximizing credit card rewards, proudly announces its official launch in Tokyo, Japan. Building on its success in the United States and United Arab Emirates, this expansion marks a critical milestone in KardoAI’s global growth strategy as it... - October 21, 2024 - KardoAI Inc
Lend Bucket Launches Comprehensive Credit Builder Program to Help Businesses Build Strong Credit
Lend Bucket's Credit Builder Program helps new and established businesses boost their credit by over 100 points in 2-3 months. With three tiers—Installment Flex, Installment Zone, and Revolving Flex—the program reports to Experian, Dun & Bradstreet, and Equifax. Designed to improve business credit fast, this program opens doors to larger loans, better terms, and long-term financial growth. Build business credit with Lend Bucket and unlock new opportunities for expansion. - October 16, 2024 - Lend Bucket
Calculus Tax Transforms the Tax Relief Industry with AI-Powered Solutions
Calculus Tax, a cutting-edge fintech company specializing in AI and machine learning-based accounting, tax relief, and bookkeeping services, today announced its expansion to business services. Born from a Stanford University capstone project in 2019, Calculus Tax has rapidly evolved into a game-changing force in the tax relief services industry, leveraging advanced artificial intelligence to streamline the financial processes for individuals and businesses. - October 14, 2024 - Calculus Tax, Inc.
Bold Home Loans LLC Rebrands to Family Rate Mortgage: Delivering the Best "Friends and Family" Rates in the Industry
Family Rate Mortgage, formerly Bold Home Loans LLC, rebrands to reflect its focus on offering the best “friends and family” mortgage rates. Serving ten states, the company provides tailored mortgage solutions that adapt to families’ evolving needs. With a new logo and enhanced tools, Family Rate Mortgage is positioned as the most family-forward lender, dedicated to supporting homeownership journeys from start to legacy building. Founder Shane Barker emphasizes personalized, family-like service. - October 10, 2024 - Family Rate Mortgage
Mortgage Professional Associates Expands Into Austin Market with Award-Winning Branch Manager Christina Beitler
Mortgage Professional Associates is expanding into the Austin market, with Christina Beitler leading the initiative as Branch Manager. Christina, awarded the 2023 Austin Board of Realtors Affiliate of the Year, brings over 15 years of experience and will build a team of top-producing loan originators. This expansion is key to MPA’s growth strategy, with Christina set to foster MPA’s culture of excellence in Austin’s thriving real estate market. - October 09, 2024 - Mortgage Professional Associates
Lend Bucket Expands Merchant Cash Advance Services and Launches Exclusive Territory Ownership Opportunities
Lend Bucket offers fast and flexible business lending solutions, specializing in Merchant Cash Advances (MCA) with approvals in 24 hours and funding up to 30% of monthly revenue. We also provide a Credit Builder Program to help businesses improve their credit. With our expansion into exclusive territory ownership and AI-powered funding tools, Lend Bucket is your trusted partner for business growth. Visit lendbucket.com for more details. - September 30, 2024 - Lend Bucket
Retirement Advisor Publishes The Real Deal on Retirement
New book, "The Real Deal on Retirement," releases October 8. Whether you have an abundance of resources or you’re just hoping what you have will last a lifetime, this is your comprehensive road map to retire with unwavering confidence, unlock the full potential of your years of hard work, and achieve your retirement dreams. - September 26, 2024 - VanWeelden Group
Weclose Launches: a New Way to Simplify Residential Real Estate Closings in Ontario
Weclose, a new legal service in Ontario, simplifies residential real estate closings with transparent fixed-rate pricing and professional legal support. Founded by Michael Wills, Weclose offers in-person and virtual appointments, ensuring a smooth, hassle-free experience for home buyers, sellers, and refinancers across the province. - September 22, 2024 - Weclose
Aconomy Launches Innovative Platform for Advancing Cryptocurrency Management
Aconomy launches its innovative platform featuring Earn, Exchange, Card, and Marketplace. This secure, user-friendly ecosystem transforms digital asset management, offering opportunities to maximize returns, trade major cryptocurrencies, use crypto like cash, and shop globally. With a focus on privacy and top-tier security, Aconomy bridges traditional and digital finance, providing a complete solution for modern financial needs. - September 21, 2024 - Aconomy
Power Your Job Search with Mental Wellness Guide Created by the Adam Project Org
Millions of people are searching for a new job. Naturally, an emotional part of the journey is the anxiety and depression that can accompany the search. So many unknowns. So many stressors. Argggggggghhhhhhhhh. It doesn't have to be that way. Their new guide provides tips and resources for all parts of the journey including: The Job Hunt, Interviewing, The Offer, Lay-offs and Terminations, Burnout, Search Tips, and Recommended Resources. Something for everybody. Written by volunteers. - September 19, 2024 - The Adam Project
Introducing "Your Divorce™": A Divorce Process with All-Inclusive Solutions, Opening Soon in Katy, TX
Your Divorce™ helps couples create a settlement that best suits their needs ... at a fraction of the cost. - September 16, 2024 - Your Divorce
Onqix Revolutionizes Trading: Commission-Free, Subsecond Algorithmic Trading for All
Onqix today announced the launch of its groundbreaking trading platform, designed to democratize access to sophisticated algorithmic trading tools and help more people build financial security. Just as innovative companies revolutionized money management and private equity, Onqix is democratizing access to advanced trading strategies - completely commission-free. - August 28, 2024 - Onqix
Rosé & Real Estate Event to Empower Women Through Real Estate Investment
Rosé & Real Estate, scheduled for September 22, 2024, in Chicago, is an exclusive event designed to empower women through strategic real estate investments. The event will feature advanced investment strategies, networking opportunities, and insights from industry experts. With plans to expand to three additional cities next year, Rosé & Real Estate aims to be a significant event in women’s wealth-building. - August 27, 2024 - Zena Dixon
Prism Tax & Accounting Services Welcomes Jennifer L. Kammeyer, CPA
Prism Tax & Accounting Services Welcomes Jennifer L. Kammeyer, CPA, to Anacortes Team - August 26, 2024 - Prism Tax and Accounting Services, LLC
Karen E. West Honored with a Distinction Award for Fall 2024 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)
Karen E. West of Rehoboth Beach, Delaware has been honored with a Distinction Award for Fall 2024 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and achievements in the field of finance. About Karen E. West With over 40 years of... - August 22, 2024 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized
Williams Asset Management Named Winner of the 2024 Baltimore Sun’s Best of Baltimore Award for the Second Year in a Row
Williams Asset Management is proud to announce that it has been named the 2024 Baltimore Sun’s Best of Baltimore Award winner. This recognition marks the second consecutive year that Williams Asset Management has received this honor, solidifying its position as a leading financial services... - August 19, 2024 - Williams Asset Management
KardoAI Launches Innovative App to Help Users Maximize Credit Card Rewards
KardoAI has launched an app to help users maximize credit card rewards, now available in the USA and UAE on iOS and Android. The app offers personalized card recommendations, merchant search, and rewards tracking, ensuring users get the most value from their cards. As part of the NVIDIA Inception Program and Google for Startups Campus, KardoAI leverages advanced AI to transform how consumers interact with credit card rewards, making every purchase count globally. - August 17, 2024 - KardoAI Inc
Apiria Finance Leads with Robust Technological Advancements and Enhanced Fraud Prevention in Home Improvement Lending
Apiria Finance introduces an enhanced Loan Origination System and strengthened fraud prevention to improve efficiency and security in home improvement lending. By addressing key issues highlighted in recent industry reports, Apiria aims to refine lending processes and safeguard transactions, solidifying its role in the financial services sector. - August 15, 2024 - Apiria Finance
Cautious Optimism in Q1 2024 But Reliance on Large Donors Still a Problem
Q1 fundraising performance indicates that the social sector has reverted to the trends seen in 2021 and 2022 of large donors driving growth in the sector. Compared to the same quarter last year, when major donors drove an outsized decline in dollars and donor retention, this group is now... - July 30, 2024 - GivingTuesday
GivingTuesday Data Commons Lookback Report: Individual Giving Anchors the Nonprofit Ecosystem, Even in Times of Growing Polarization
2023 edition of Data Commons’ annual Lookback Report, The Giving Bridge, highlights global giving trends and actionable insights. - July 23, 2024 - GivingTuesday
Charles L. Cooper Chosen for a Lifetime Achievement Award by Strathmore’s Who’s Who Worldwide
Charles L. Cooper of Greeley, Colorado has been chosen for a Lifetime Achievement Award by Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the field of finance and retirement planning. About Charles L. Cooper Charles L. Cooper is the owner... - July 17, 2024 - Strathmore Worldwide
Moat Title Security Co. Launches a Unique Document to Protect Homeowners from Squatters
Moat Title Security Co., a new and innovative leader in providing property title protection services, today announced the launch of a new document designed to protect property owners from the growing threat and risk of squatters. The new document, called the Notice of Occupancy (“NOO”),... - July 12, 2024 - Moat Title Security Co.
Williams Asset Management Unveils a Dynamic Rebrand, Including a New Logo, Color Palette, and Website
Williams Asset Management, a leading investment firm in Columbia, Maryland, is proud to announce the launch of its rebranding initiative. This significant initiative marks a step forward for the company and includes the introduction of a new logo, a fresh color palette, and a redesigned website,... - June 28, 2024 - Williams Asset Management
OTC-GEMSF Acquires Historic Rare Earths Project with Reported 226 g/t Gallium, 2.38% Neodymium and 0.93% Gadolinium, Seeks North American Government Funding
OTC listed symbol GEMSF, Infinity Stone Ventures Corp., acquires 100% interest in Historic rare earths project in Quebec with reported 226 g/t Gallium and 0.93% Gadolinium. - June 21, 2024 - infinity Stone Ventures Corp
Reviews Are in: Tony Robbins and Dean Graziosi Team Up to Provide Access to Their Brand New Gold-Standard Mastermind Business System
The all-encompassing Mastermind Business System is a first of its kind system, designed to empower individuals to build, launch, and scale thriving businesses from anywhere in the world. - June 14, 2024 - Mastermind.com
New GivingPulse Report Shows Generosity Remains Steady in Q1 After a Strong End of Year in 2023
New evidence-based report from GivingTuesday captures giving behavior across the US. - June 13, 2024 - GivingTuesday
Passive Storage Investing Celebrates Acquisition of Westerville, OH Project
Passive Storage Investing has acquired the Peoples Choice Storage Westerville project, a key addition to their portfolio. Located near Intel's new $20 billion factory, this facility promises investors a 19% targeted IRR and a 20% projected annual return. This acquisition aligns with their strategy to target high-growth markets. - June 11, 2024 - Self Storage Investing
KIRON.AI Launches Book “NEOBANK Navigating the Future of Banking” by Author and Bank Owner Ronald Ingram
KIRON.AI, a Henderson, Nevada-based AI Health & Wealth company launches “NEOBANK Navigating the Future of Banking,” a groundbreaking book exposing the history and predicting the future of banking from author Ronald Ingram’s perspective as a bank owner, historian, futurist and polymath. The company KIRON.AI employs artificial intelligence (AI) to discover, uncover, develop and deploy protocols, tools and information to enhance human wealth and health preservation and generation. - June 11, 2024 - Kiron.AI
Deschutes Investment Consulting Advisor Phil Sherman Wins National Award for Outstanding Plan Participant Service
Deschutes Investment Consulting is thrilled to announce that Phil Sherman, CFP®, CPFA®, NQPC™ one of our distinguished advisors, has received a national award for his exceptional service to 401(k) plan participants. This prestigious accolade, presented by Planadviser, acknowledges Phil's dedication to delivering outstanding education and support to retirement plan participants. - June 06, 2024 - Deschutes Investment Consulting, LLC.
Get Your Free Ticket to the 3-Day "The Game Has Changed Event" with Tony Robbins, Dean Graziosi and Special Surprise Guests
Free virtual live event “The Game Has Changed” hosted by mastermind.com starting Thursday, June 13 through Saturday, June 15 will provide attendees with a new set of rules, tools and strategies to realize success in 2024 and beyond. - May 31, 2024 - Mastermind.com
Charles L. Cooper Honored as a Professional of the Year for 2024 by Strathmore’s Who’s Who Worldwide
Charles L. Cooper of Greeley, Colorado has been recognized as a Professional of the Year for 2024 by Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the field of finance and retirement planning. About Charles L. Cooper Charles L. Cooper is... - May 31, 2024 - Strathmore Worldwide
Gary S. Williams of Williams Asset Management Attended Prestigious Chairman’s Retreat in Charleston
Williams Asset Management is pleased to announce that Gary S. Williams CFP®, CRPC®, AIF®, owner and principal of the firm, recently attended the esteemed Chairman’s Retreat, held at the luxurious Hotel Bennett in Charleston, South Carolina. This 3-day retreat was an exclusive,... - May 19, 2024 - Williams Asset Management
MyAnyDayCash Launches Enhanced Digital Platform to Streamline Personal Loan Access
MyAnyDayCash announces significant upgrades to its online lending platform, designed to expedite and simplify the process of obtaining personal loans. With a focus on user-friendly services and rapid loan approvals, MyAnyDayCash commits to empowering customers with fast, secure, and tailored financial solutions, enhancing their ability to manage unexpected expenses and financial planning with confidence and ease. - May 14, 2024 - MyAnyDayCash
Debt Recovery Reimagined: PaymentVision’s Digital Solutions Drive Industry Success
Collaboration in Action: Debt Collection in the Digital Age Webinar - May 07, 2024 - PaymentVision
Estate Legal Network Expands Its Partner Referral Program Nationally
Estate Legal Network announces the launch of its newly redesigned online legal services platform. In addition, Estate Legal Network has partnered with some of the best and brightest estate attorneys from all over the U.S. This means streamlined estate services, better efficiency, and special rates... - April 27, 2024 - Estate Legal USA
Stephan Micklos Receives Global Sports and Entertainment Director Designation
Morgan Stanley announced today that Stephan Micklos, a Financial Advisor, Senior Vice President, in the Firm’s Wealth Management office in Holladay, Utah has been named a Global Sports and Entertainment Director as part of Morgan Stanley’s Global Sports & Entertainment division. - April 26, 2024 - The Micklos Group at Morgan Stanley
Funding Souq Receives License from The Saudi Central Bank “SAMA” to Operate Debt Crowdfunding Platform in the Kingdom of Saudi Arabia
Funding Souq, SMEs financing & investment platform , is thrilled to announce that it has obtained a license from the Saudi Central Bank (SAMA) to operate its debt crowdfunding platform in the Kingdom of Saudi Arabia. - April 26, 2024 - Funding Souq
SavMoney.com Introduces HomeDollars, a Cash Rewards Program That Can Help Consumers Save Towards a Down Payment to Buy House
HomeDollars is an innovative new cash rewards currency that works in parallel to airline miles and points rewards programs allowing consumers to earn both airmiles/points plus HomeDollars which they can redeem towards cash for their downpayment. - April 22, 2024 - SavMoney.com
Gary S. Williams of Williams Asset Management Honored in Forbes Best-In-State Wealth Advisors List for 2024
Williams Asset Management, an independent investment and financial planning firm in Howard County, Maryland, announced that its, CEO and President Gary Williams, CFP®, CRPC, AIF® has been named to Forbes’ Best-In-State Wealth Advisors list for 2024. The list is published on Forbes.com. - April 18, 2024 - Williams Asset Management
RWA Finance Launched VE Governance, Best Time to Capture Value
RWA Finance is the first RWA (Real World Asset Tokenization) project using the VE model. Users can get the veToken by locking RWAS in the VE pool, enjoying the right to community governance and token emission. - April 11, 2024 - RWA Finance
Year-End Challenges in Q4 2023 as Fundraising Metrics Decline
While year-end remains the busiest giving season in the US, long-term declines in charitable giving trends remained in Q4 2023. FEP’s latest quarterly data, released and announced at AFP ICON 2024, acutely shows the growing challenge for American nonprofits: a near-universal decline in... - April 07, 2024 - GivingTuesday
XMoney Launches Self-Service P2P Wallet Balance Swapping Service, Simplifying Payments for Expats
Struggling to manage multiple e-wallets abroad? XMoney, a FinTech company under Meta Dollar (Hongkong) Limited, today announced the launch of the self-service P2P wallet balance swapping service. This innovative platform empowers expats to overcome payment barriers and enjoy seamless mobile payment... - March 29, 2024 - Meta Dollar (Hongkong) Limited
New GivingPulse Report Shows Increase in American Generosity in Q4
New evidence-based report from GivingTuesday captures giving behavior across the US. - March 20, 2024 - GivingTuesday
Annuity Owners Report Product Satisfaction, Positive Buying Experience
New NAFA survey finds risk mitigation the top reason cited for buying a fixed annuity. - March 18, 2024 - NAFA, National Association for Fixed Annuities
Bill Driscoll Honored as a Professional of the Year for 2024 by Strathmore’s Who’s Who Worldwide
Bill Driscoll of Plymouth, New Hampshire, has been recognized as a Professional of the Year for 2024 by Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the field of life insurance and financial planning. About Bill Driscoll Bill Driscoll... - February 29, 2024 - Strathmore Worldwide
Single Mom Launches First Groundbreaking Personal Finance Blog for Single Moms
Singled Out Wealth proudly announces the launch of its innovative personal finance website, designed exclusively for single moms. The blog aims to break down the "broke single mom" stereotype by providing a wealth of free resources, including a digital resource library, a free personal finance course, and weekly money talks, all tailored to meet the unique needs of single moms seeking financial empowerment and independence. - February 19, 2024 - Singledoutwealth.com
Finansh Introduces FinBo to Enhance the Home Loan Discovery Process
Finansh, a fintech startup based in Pune, has launched FinBo, a digital platform aimed at improving the home loan application process by providing personalized loan options and eligibility insights from leading lenders in India. FinBo leverages a sophisticated scoring algorithm to offer accurate loan eligibility information and competitive interest rates. - February 17, 2024 - Finansh