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.
"What Key Estate Planning Tools Should I Know About?" by Michael Arnheiter at Baystate Financial in Boston, MA
By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? "Wills and trusts are two of the most popular estate planning tools. Both allow you to spell out how you would like your property to be distributed, but they also go far beyond that," says Michael Arnheiter of Baystate Financial in Boston, MA. - September 17, 2019 - Baystate Financial
iGrad Annual Student Loan Counseling Included in Department of Education Initiative
iGrad’s video-based annual student loan counseling courses are being used at three universities that are part of the U.S. Department of Education Experimental Sites Initiative (ESI). The purpose of this initiative is to study more effective ways to counsel students about their student loans. - September 16, 2019 - iGrad
Advisors Capital Management Welcomes Kevin E. Strauss as Managing Director and Portfolio Manager
Former Abner Herrman & Brock Asset Management Vice Chairman Kevin E. Strauss joins Advisors Capital Management bringing municipal bond expertise. - September 13, 2019 - Advisors Capital Management
Advance Capital Management Earns Three Names on Forbes Best-in-State Next-Gen Advisors List
Advance Capital Management is pleased to announce that three of its financial advisors, Daniel McHugh, Michael Hohf and Terra Hohf, have been named to Forbes magazine’s 2019 Best-in-State Next-Gen Wealth Advisors list. The list recognizes the top young wealth advisors in each state. This... - September 12, 2019 - Advance Capital Management
iGrad and APTA Recognized with Power of A Gold Award for Financial Solutions Center
iGrad and the American Physical Therapy Association were recognized with the Power of A Gold Award - the association industry's highest honor - for their financial wellness partnership. - September 11, 2019 - iGrad
The College Investor Named Best Student Loan Debt Blog of 2019
The College Investor was named the Best Student Loan Debt Blog of 2019 at the Tenth Annual Plutus Awards for their outstanding work helping individuals navigate the complex world of student loan debt. This is the eighth year The College Investor has been nominated for a Plutus Award and their... - September 09, 2019 - The College Investor
Mind Over Matter: Emotions vs. Logic in Finances by Rice Financial Group
With the end of summer, investors are faced with trade wars, inverted yield curves, increased market volatility, and talk of recessions and even depressions. While a clients' first response might be to bury their heads in the sand, it’s actually a good time to reassess how to make financial decisions. - September 04, 2019 - Rice Financial Group
Revolutionizing the Insurance Industry with Technology - LegacyArmour and Levinson & Associates Form Alliance
LegacyArmour – an InsurTech/FinTech disrupter, and Levinson & Associates – A National Insurance Marketing Company -- are proud to announce an alliance that will put cutting-edge, revolutionary technology to work for all of its agents and clients. "Levinson and... - September 04, 2019 - LegacyArmour
Massimiliano De Santis Launches New Financial Planning Firm with XY Planning Network
DESMO Wealth Advisors, LLC to drive change towards values-based financial planning for individuals and families with a passion for travel, the outdoors, and a focus on traditional values. - September 04, 2019 - DESMO Wealth Advisors, LLC
EZswap.net Offers Cryptocurrency Traders What Other Platforms Have Denied Them - Anonymity
Developed by Innovative Solutions, the creators of successful mining application BetterHash, EZSwap.net was conceived to address critical complaints cryptocurrency investors voiced about the existing cryptocurrency exchange platforms. The resulting platform executes crypto exchanges that are anonymous, fast and inexpensive. - September 01, 2019 - Innovative Solutions
New Financial Wellness Benefit, Sherpa, Launches
ALTO Solutions Group, LLC is set to roll out Sherpa, a personal finance platform, for employers looking to enhance their voluntary benefits program with a Financial Wellness software solution. In a 2019 survey, PwC reports that 59% of employees report personal financial issues as being a... - August 23, 2019 - Alto Solutions Group
DataPoints & AFCPE® Form Partnership to Blend Financial Psychology Technology with the Leader in Financial Counseling, Coaching, & Education
The partnership will benefit AFCPE® members and DataPoints clients, with the ultimate goal of helping improve the financial lives of individuals. - August 22, 2019 - DataPoints
Life as a Vacation - Official Book Release
Living our life as a vacation. - August 19, 2019 - VRP Equity
Michael Arnheiter at Baystate Financial Just Added a New 32 Page Flipbook Entitled, "Wealth Preservation: Planning to Leave a Legacy"
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. - August 18, 2019 - Baystate Financial
CreditSnap, a Consumer Lending FinTech Platform, Emerges from Stealth Mode After Reaching 100K Consumer Loan Applications Milestone
CreditSnapTM Re-Imagines Consumer Lending Experience for Both Borrowers and Lenders (Banks and Credit Unions). Focused on High Performance Digital Experience, Soft Inquiry based PreQualification and LOS Automation, CreditSnap Consistently Generates +30% More Loans While Lowering Originations Costs by 40%. - August 16, 2019 - CreditSnap Inc.
Innovation Guided by the Importance of Family: Global Payment Processor, SolidTrust Pay, Introduces New, Low-Cost International Bill Payment Service
SolidTrust Pay, a global e-commerce payment processor based in Canada, is offering an alternative to PayPal Xoom’s cross-border bill payment service. Bill Pay, Your Way, was launched in 2018 and boasts an impressive network of more than 600 billing partners in 18 countries. The service was... - August 11, 2019 - SolidTrust Pay
Rice Financial Group Offers Advice on Managing Debt
How to manage your debt wisely, How do we do this? Or know what debt is good, and what debt is bad? - August 10, 2019 - Rice Financial Group
PBHFA.org Announces a Strategic Partnership with Great Gulf / La Clara
PBHFA.org announces a strategic partnership with Great Gulf / La Clara. Located on the iconic South Flagler drive in West Palm Beach, La Clara is a luxury 25 story, waterfront tower consisting of only 83 residences. - August 08, 2019 - Palm Beach Hedge Fund Association
Meadows Bank Sees 20% Deposit Growth
Meadows Bank, headquartered in Las Vegas, NV, announced today that it posted Net Income After Tax of $8,730,000 in the first half of 2019 which was 14% higher than the $7,629,000 it earned during the same period in 2018. At June 30, 2019 the bank had Total Loans of $806.8 million which represented... - August 06, 2019 - Meadows Bank
Zero Compromises: a New Era of Mobile Banking That Combines a Premium Debit-Style Experience with Credit Card Rewards
Zerocard offers up to 3.0% cash back on all qualified purchases; enables users to track spending, make payments and more through one seamless app. - July 30, 2019 - Zero Financial
NobleSpirit Announces the Introduction of (SMI) Stamp Market Index, Powered Exclusively by eBay
Stamp Market Index (SMI) is a first-of-its-kind tool and resource, with data never before available. NobleSpirit, the leading dealer of asset class stamps, coins and collectibles on eBay, this morning announced the introduction of Stamp Market Index (SMI), a new phase going... - July 26, 2019 - NobleSpirit
The Next Millionaire Next Door, the Follow-Up to Its Best-Selling Predecessor, Now Available in Audio
Four Decades of Research Reveals What It Takes to Become Wealthy Today - July 25, 2019 - DataPoints
TAG Bill Pay Partners with Cheque Guard, a Total Check Fraud Solution
The Cheque Guard suite of products is the industry-leading answer to combating check fraud. - July 25, 2019 - TAG
Capital Way Releases a Review on Libra Currency
Recently, Facebook released a detailed report about its coin, named "Libra." How Will It Work? Who will be the eligible users? Capital Way has published a new review about the currency. - July 24, 2019 - Capital Way
HealthPoint Plus, Inc. Launches Fundable Campaign in Final Private Offering Before Planned IPO
HealthPoint Plus announced today that it will offer its last private funding on the Fundable platform. The company is planning to file its Form S1 to be listed as a public company at the conclusion of this offering. - July 15, 2019 - HealthPoint Plus, Inc.
San Francisco Startup SMBX Launches This Summer with a New Way for Small Businesses to Raise Capital
In late July 2019, local profitable businesses can issue bonds on a new platform, the SMBX (www.thesmbx.com), to raise money. People can buy these businesses’ bonds, support the businesses they love, and earn principal plus interest monthly. Businesses get the capital they need to grow; people earn the profits from financing charges that would ordinarily go to the bank - a true wealth of the commons. - July 11, 2019 - SMBX, Inc.
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
Kipley Lytel & Montecito Capital Management Awarded 2019 Wealth Management Firm of the Year for Southern California
Wealth & Finance magazine have announced Montecito Capital Management, and its Founder Kipley J. Lytel, Winners of the 2019 Wealth & Money Management Award for Southern California. - June 21, 2019 - Montecito Capital Management Group
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
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., 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
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 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
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
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
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 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 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
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 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/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
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 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
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
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