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.

Population Health Alliance Announces 2019 Innovation Summit and Capitol Caucus in Washington, D.C.

Improving Health Through Financial Security: The Common Denominator Across Social Determinants and Populations - June 21, 2019 - Population Health Alliance

myLifeSite Launches Web-based Financial Tool for Life Plan Communities

myLifeSite Launches Web-based Financial Tool for Life Plan Communities

myLifeSite, a Raleigh, North Carolina-based company that develops online planning tools and resources to help seniors make informed choices about retirement living, has unveiled a new resource that will make it easier for life plan community prospects to examine the affordability of a... - June 20, 2019 - My LifeSite

Discovery Benefits, PeopleGuru Team Up to Save Clients Time

Discovery Benefits, PeopleGuru Team Up to Save Clients Time

Newly formed partnership produces integrations that benefit mutual clients and consultants. - June 14, 2019 - Discovery Benefits

Century Debt Solutions, Inc. Achieves the Consumer Services Award for the 4th Consecutive Year

Century Debt Solutions, Inc. Achieves the Consumer Services Award for the 4th Consecutive Year

Century Debt Solutions, Inc., a premier debt collection agency located in Woodland Hills, California was recognized for the 4th consecutive year for delivering outstanding customer service and its commitment to protecting creditor rights by taking a results-driven but ethical approach to debt... - June 10, 2019 - Century Debt Solutions Inc.

TAG Expands Into New York City with New Office Location

TAG Expands Into New York City with New Office Location

The demand for Family Bill Pay services prompts TAG to sign an office lease in order to accommodate new sales and existing clients in that region. - June 07, 2019 - TAG

OnPoint Community Credit Union Partners with iGrad to Offer the Enrich Financial Wellness Platform

OnPoint Community Credit Union Partners with iGrad to Offer the Enrich Financial Wellness Platform

OnPoint Community Credit Union is making the award-winning Enrich financial wellness platform available to its nearly 370,000 members. - June 06, 2019 - iGrad

Thinking Robots and a New Type of Robot Assistant: Travelmate Robotics

Thinking Robots and a New Type of Robot Assistant: Travelmate Robotics

The world is witnessing the start of the age of robotics. An all purpose robot assistant that can carry your things for you – it's like if you mixed R2D2 with a butler and a suitcase. A person uses their smartphone everyday because it's a portable supercomputer available at the tips of your... - June 04, 2019 - Travelmate Robotics

FD Financial and FH1-40 Company Are Marketing Worldwide the Only One of Its Kind L140, a Hearing Test for the Infant In Utero

FD Financial and FH1-40 Company Are Marketing Worldwide the Only One of Its Kind L140, a Hearing Test for the Infant In Utero

The L1-40 is the only noninvasive device of its kind that can detect if an Infant will be born deaf or hearing impaired In Utero. By having this knowledge early on, the mothers’ physician can act sooner to resolve the issue when possible. The L1-40 is being prepared for national marketing. - May 30, 2019 - FD Financial, Corp.

RPA Names Rob Mangano Director – Client Relations

RPA Names Rob Mangano Director – Client Relations

Deep public sector retirement plan experience and commitment make for a strong match - May 18, 2019 - Retirement Plan Advisors

Linda K. Holt Honored on the Reuters Billboard in Times Square in New York City by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)

Linda K. Holt Honored on the Reuters Billboard in Times Square in New York City by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)

Linda K. Holt of Sterling, Virginia has been honored on the famous Reuters Billboard in Times Square in New York City by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and achievements for over 37 years primarily in the field of financial... - May 09, 2019 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized

New Record for Timeshare Owners Assisted at Celebration Resort Relief, Inc.

"It’s not enough to listen. When you are in the business of helping people, you need to know what their needs are before even they do." - Joe Valinho, President of Celebration Resort Relief, Inc. - April 26, 2019 - Celebration Resort Relief

iGrad Receives Pension & Investments Eddy Award for Enrich™ Financial Wellness Platform

iGrad Receives Pension & Investments Eddy Award for Enrich™ Financial Wellness Platform

iGrad recently was recognized with a Pension & Investments Eddy Award for its Enrich™ financial wellness platform. iGrad was honored along with Virginia Retirement System (VRS), an independent state agency that offers the Enrich platform to its 700,000 members. iGrad and VRS received the... - April 24, 2019 - iGrad

Celebration Resort Relief, Inc. Becomes a Member of the Jacksonville IT Council

"It’s not enough to do a good job. There’s always a way to improve on what’s good and make it better." - Joe Valinho, President of Celebration Resort Relief, Inc. - April 24, 2019 - Celebration Resort Relief

TAG Creates a Niche with Bill Pay Services and Announces Staff Promotion

Jennifer Silva-Reis Named Accounts Payable Supervisor for TAG Bill Pay, an Outsourced Solution for Family Offices and Individuals with a Complex Financial Life. - April 22, 2019 - TAG

Aaron Slye Joins Fidelity Bank of Texas as Vice President - Loan Officer

Aaron Slye Joins Fidelity Bank of Texas as Vice President - Loan Officer

Fidelity Bank of Texas is under new leadership. Harry Geib was hired as bank president in August 2018, and he has a renewed emphasis on commercial growth, including expanding FBOT's commercial lending team. - April 09, 2019 - Fidelity Bank of Texas

YourBitStore.com Opens Their First Bitcoin ATM Locations

YourBitStore.com Opens Their First Bitcoin ATM Locations

YourBitStore.com now has two locations for their Bitcoin ATMs, both in Orange County. The company has plans to open 30 more ATM locations in the next two years. - April 01, 2019 - YourBitStore

iGrad Creates First Financial Wellness Personality Assessment

iGrad Creates First Financial Wellness Personality Assessment

iGrad/Enrich has created a first-of-its-kind financial behavior assessment, now available on its interactive financial wellness platforms. - March 29, 2019 - iGrad

Combating Financial Illiteracy: The CJ Berry Group Recognizes Need for Greater Financial Education in the Community

The Brighton, MI Chapter of AFEA started when The CJ Berry Group recognized a need for greater financial education in the community. Chris and The CJ Berry group has a history of educating the community; they are one of the biggest supporters of the Alzheimer’s Association and last year contributed over $12,000 to the Alzheimer’s Association. - March 26, 2019 - Castle Wealth Group

Grande AMA & Associates LLC Investment Program Creates Cash Flow and Builds Wealth

Grande AMA & Associates LLC Investment Program Creates Cash Flow and Builds Wealth

Notice of a new website and learning about Grande AMA. Notice that Grande AMA is growing and that they have a team. - March 23, 2019 - Grande AMA & Associates

ArrowShade Announces New Leadership and Executive Changes as the Company Plans for Growth in 2019

ArrowShade Announces New Leadership and Executive Changes as the Company Plans for Growth in 2019

ArrowShade is happy to announce exciting leadership changes as the company plans for network growth. - March 22, 2019 - ArrowShade

ICO Spotter Publishes Guide on the Best Altcoin Exchanges of 2019

ICO Spotter Publishes Guide on the Best Altcoin Exchanges of 2019

Top ICO Listing Site, ICO Spotters, Shares Their Comprehensive Guide to the Most Trustworthy, User Friendly, and Proven Cryptocurrency Exchanges on the Market Today - March 21, 2019 - ICO Spotters

Best Financial Services Website to be Named by Web Marketing Association in 23rd Annual WebAward Competition

Best Financial Services Website to be Named by Web Marketing Association in 23rd Annual WebAward Competition

The 23rd annual international WebAward Competition for Web site development at www.webaward.org is now accepting entries. The WebAwards is the standards-defining competition that sets benchmarks for 96 industries, including banking, credit union, insurance, investment, mutual funds and financial services websites, based on the seven criteria of a successful web site. The deadline for Financial-related web sites to enter is May 31, 2019. - March 13, 2019 - Web Marketing Association

Most Long-Term Care Insurance Claims End Due to Death Reveals New AALTCI Study

The findings of a study of long-term care insurance claims released today by the American Association for Long-Term Care Insurance reveal that most policy claims end due to the death of the claimant. AALTCI director explains relevance of this information to consumers considering insurance coverage. - March 13, 2019 - American Association for Long-Term Care Insurance

MARC Applauds Bipartisan Bill to Improve Medicare Secondary Payer Policy

Commonsense legislation aims to reform a broken MSP process, increase stakeholder certainty and remove barriers to care. - February 28, 2019 - Medicare Advocacy Recovery Coalition

Medlaw Publishing is Pleased to Announce That Its Non-Fiction Book, "Capitol Hill's Criminal Underground" is Now Available at Amazon and Barnes and Noble

Medlaw Publishing is Pleased to Announce That Its Non-Fiction Book, "Capitol Hill's Criminal Underground" is Now Available at Amazon and Barnes and Noble

With the release of the non-fiction book, "Capitol Hill's Criminal Underground," the authors believe Americans will finally be told about one of this country's longest running, government supported criminal enterprises. The book aims to name the individuals and present the evidence of their crimes. - February 27, 2019 - Richard Lawless, Author

Cryptorefills Enables Bitcoin Purchases Across 600 Mobile Operators

Cryptorefills Enables Bitcoin Purchases Across 600 Mobile Operators

In advance of the upcoming MWC19, Cryptorefills expands its partnership network enabling access to over 600 Mobile Network Operators globally. Mobile phone credit is used for airtime, for data traffic and is increasingly used for mobile payments and remittance. Cryptorefills today enables its users to purchase mobile phone prepaid credit and data bundles using Bitcoin and other Altcoins across 600 mobile operators in over 150 countries. - February 22, 2019 - Cryptorefills

The Brevity Group Cracks the Code in Saving Homes

The Brevity Group is a professional team of experts leveraging banks into fair negotiation terms. - February 21, 2019 - The Brevity Group LLC

Barbara S. Haardt Honored with a P.O.W.E.R. Podcast by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)

Barbara S. Haardt Honored with a P.O.W.E.R. Podcast by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)

Barbara S. Haardt of Frankford, Delaware has been Honored with a Podcast by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and achievements in the field of financial services. Podcasts are pre-recorded audio interviews which give P.O.W.E.R. - February 21, 2019 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized

Mission Federal Credit Union Survey Finds San Diegans Are Concerned About Housing Market

Mission Federal Credit Union, San Diego’s largest, locally-based financial institution exclusively serving San Diego County, has conducted a survey to learn about how San Diegans feel about the housing market in San Diego County. The housing market has been challenging for many San Diegans... - February 14, 2019 - Mission Federal Credit Union

Historic Dual Enrollment Program Receives Final Approval for SUU and Southwest Tech

Historic Dual Enrollment Program Receives Final Approval for SUU and Southwest Tech

A historic partnership between Southern Utah University and Southwest Technical College received final approval to become one of the first dual enrollment programs of its kind in the nation. - February 13, 2019 - Southern Utah University

Mission Federal Credit Union Conducts Survey to Learn How San Diegans Shop for Cars

Mission Federal Credit Union, San Diego’s largest, locally-based financial institution exclusively serving San Diego County, conducted a survey of 400 San Diegans between the ages of 25 and 54, to learn about how San Diegans shop for a new vehicle. Questions explored how survey participants... - February 11, 2019 - Mission Federal Credit Union

Mission Federal Credit Union Surveys San Diegans About Their Credit Habits

Mission Federal Credit Union, San Diego’s largest locally based financial institution exclusively serving San Diego County, has conducted a survey of 400 San Diego County residents between the ages of 25 and 54, asking questions about credit card use and paying down credit card debt. The... - February 07, 2019 - Mission Federal Credit Union

Meadows Bank Net Income Rises 33% in 2018

Meadows Bank, headquartered in Las Vegas, NV, announced today that in 2018 the Bank’s After Tax Net Income grew 33% to $15.8 million, up from 11.9 million in 2017. As of December 31, 2018, Total Assets of Meadows Bank grew by 9% from the prior year end to $858.7 million from $791.0... - February 06, 2019 - Meadows Bank

Barbara S. Haardt Showcased on the Reuters Billboard in Times Square in New York City by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)

Barbara S. Haardt Showcased on the Reuters Billboard in Times Square in New York City by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)

Barbara S. Haardt of Frankford, Delaware has been showcased on the famous Reuters Billboard in Times Square in New York City by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding achievements and high level of success for almost 33 years in the field of... - February 05, 2019 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized

Two-Day "DNA Accredited" Financial Advisor Training Promises Wealth Management Edge

Atlanta-based DNA Behavior International helps early adopters of behavioral insights platform take their practices to the next level through two-day workshop culminating in DNA Accredited Advisor certification. - January 31, 2019 - DNA Behavior International

Introducing FinArt – A New Way to Track Expenses and Budget

Introducing FinArt – A New Way to Track Expenses and Budget

After successful validation in India and 4 other countries, FinArt (automated expense & budget tracking app with data privacy controls) is now available in your region. - January 27, 2019 - FinArt

The Government Shutdown’s Shocking Impact on a Local Church

The Government Shutdown’s Shocking Impact on a Local Church

Grace Church is offering emergency loans and food to its members that are impacted by the current federal government shutdown. - January 22, 2019 - Grace Church

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