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.
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
Spencer Savings Bank Welcomes Vice President, Small Business Relationship Manager Phyllis Valentino
Spencer Savings Bank has appointed Phyllis Valentino as Vice President, Small Business Relationship Manager. She assumes the role within the Bank’s Small Business Finance division, which was recently launched this past year and is experiencing great success. - February 09, 2024 - Spencer Savings Bank
Men Having Babies Adds Atlanta to Its 2024 Conference Lineup in Collaboration with Black and Southern LGBTQ+ Organizations
On February 23-25, 2024, the nonprofit Men Having Babies (MHB) is teaming with the LGBTQ Institute and additional regional nonprofits to bring to Atlanta its internationally acclaimed Surrogacy Conference & Gay Parenting Expo. It will be MHB’s fifth United States destination, joining long-running conferences in New York, Fort Lauderdale, Chicago, and San Francisco, as well as Brussels and Berlin in Europe. - February 03, 2024 - Men Having Babies
South Florida CEO Launches Groundbreaking Women's Wealth Learning Community
Athena Gardner, a trailblazing CPA turned wealth advocate, is proud to announce the launch of WeWealth Women, a revolutionary online learning community designed exclusively for women. With a passionate vision and unwavering determination, Gardner brings to life a platform aimed at empowering women... - February 02, 2024 - Wewealth Women
Commissioner George Mentz Wins Thought Leader & Influencer Awards While Expanding Global Charitable Service and Aspen Commission
Commissioner George Mentz is now the 1st in the world to be ranked as a top 50 Global Thought Leader and Influencer in the areas of Management, FinTech, Wealth Management/Financial Planning, Project Management, HR Human Resources and B2B by various analytics bodies worldwide. Dr./Jur. Mentz also... - January 19, 2024 - George Mentz
Spencer Savings Bank Welcomes Vice President, Small Business Relationship Manager
Spencer Savings Bank has appointed Jesse Oliver as Vice President, Small Business Relationship Manager. He assumes the role within the Bank’s Small Business Finance division, which was recently launched this past year and is experiencing great success. - January 18, 2024 - Spencer Savings Bank
NAFA Urges DOL to Withdraw 2023 Fiduciary Advice Proposal in Its Entirety
Comment Letter Outlines Proposed Rulemaking’s "Fatal Flaws" and Potential Harm to Independent Producers, Carriers and Consumers - January 02, 2024 - NAFA, National Association for Fixed Annuities
Donor Retention and Acquisition Key Challenges for Social Sector in Q3 2023
Approaching year-end and a busy giving season, charitable giving trends demonstrated a persistent decline throughout 2023. According to FEP’s latest quarterly data, declining donors across all sizes and types presents a major hurdle for nonprofits. Through Q3 2023, donors decreased moderately... - December 22, 2023 - GivingTuesday
Sombei.com: Empowering Financial Futures with Comprehensive Personal Finance Insights
About Sombei.com: Sombei.com is a leading online platform dedicated to personal finance development. Launched in September, the platform provides valuable insights and well-researched articles on various financial topics, including mortgages, insurance, loans, and debt management. With a mission to empower individuals with the knowledge to make informed financial decisions, Sombei.com is a go-to resource for those seeking reliable information. - December 12, 2023 - Sombei.com
BEK TV Welcomes "The Ramsey Show" to Weekday Lineup Becomes Only TV Network to Pick Up Daily Program
BEK TV proudly announces the addition of "The Ramsey Show" featuring financial guru Dave Ramsey to its weekday lineup. Premiering on December 4, 2023, at 7:00 am, this groundbreaking program will air daily on BEK TV, making it the first television network to do so. Ramsey's invaluable financial advice has helped millions and will now benefit North Dakota viewers. Don't miss this opportunity to gain control of your finances and life. - December 01, 2023 - BEK.TV
GivingTuesday Reminds Us of Shared Generosity and Humanity on November 28
This year’s GivingTuesday will showcase the power of collective action as people across the globe come together to support causes that matter most to them. - November 20, 2023 - GivingTuesday
Republic Financial Services Establishes New Heights in Phoenix Financial District with US Bank Tower Relocation
Republic Financial Services, a vanguard in the finance and legal sectors, proudly announces their strategic relocation to the iconic 101 North Tower, a landmark moment signifying their meteoric growth and commitment to pioneering innovations in legal and financial services. Under the dynamic... - November 08, 2023 - Republic Financial Services
Tiffany S. Moore Honored as a Woman of the Month for October 2023 by P.O.W.E.R. - Professional Organization of Women of Excellence Recognized
Tiffany S. Moore of Milwaukee, Wisconsin, has been honored as a Woman of the Month for October 2023 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and great success in the field of finance. About Tiffany S. Moore Tiffany S. Moore is... - November 08, 2023 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized
Forensic Accounting Firm Announces Clint Davis as New Shareholder
Sage Forensic Accounting, Inc., a forensic accounting firm based in Salt Lake City, Utah is proud to announce the promotion of Clint Davis to the position of shareholder with the firm. With over a decade of experience, Mr. Davis has deep knowledge of both litigious and non-litigious engagements. - November 02, 2023 - Sage Forensic Accounting, Inc.
NAFA Decries "Misguided Fiduciary Proposal"
Yesterday, the U.S. Department of Labor released its latest fiduciary rule proposal, rebranded as a “Retirement Security Rule.” With it came proposed changes to the longstanding Prohibited Transaction Exemption 84-24 that has served both retirement savers and those giving financial... - November 01, 2023 - NAFA, National Association for Fixed Annuities
In-Depth Analysis: Amanda Grant Discusses Customized Payment Plans and Bankruptcy Avoidance
3D Chess Media's expert, Amanda Grant, known for her deep knowledge in personal finance, provides a comprehensive overview of the most recent financial developments. With a keen understanding of the industry, she dissects the paths to debt relief, focusing on customized payment plans and bankruptcy avoidance. - October 25, 2023 - 3D Chess Media
Santa Barbara Registered Investment Advisor Kip Lytel & RIA firm Montecito Capital Management Recognized as 2024 Global 100 Winner for Leading Financial Planner
The 2024 Global 100, consisting of only 100 of the World’s leading firms and individuals, awards Kip Lytel, CFA, as Leading Financial Planner in his leadership role at Montecito Capital Management. This is a testament to hard work, innovation, and commitment to excellence. Global 100 provides a comprehensive understanding of firms that are leaders in their area of specialization. - October 24, 2023 - Montecito Capital Management Group
FOREXer Limited Awarded Top 100 Trusted Financial Institution in the Middle East
FOREXer Limited, a leading name in the financial industry, has proudly secured its position as one of the Top 100 Trusted Financial Institutions in the Middle East. This prestigious recognition was conferred at the Middle East Financial Markets Awards Ceremony in Dubai on September 24, 2023. - October 18, 2023 - FOREXer LLC Rep.
Angelo State University Launches iGrad Student Financial Literacy Platform
Multiple studies have shown that financially literate college students are more likely to graduate, perform better academically, experience less stress, have lower student loan debt and be more prepared for student loan payments after graduation. - October 05, 2023 - iGrad
Lucia A. Kulp Honored as a Woman of the Month for September 2023 by P.O.W.E.R. - Professional Organization of Women of Excellence Recognized
Lucia A. Kulp of Ballwin, Missouri, has been honored as a Woman of the Month for September 2023 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and great success in the field of financial services. About Lucia A. Kulp Lucia A. Kulp is a... - October 04, 2023 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized
Student Loan Repayments to Resume in October: My Education Solutions Provides Student Loan Management Services for Borrowers Pressed for Time and Money
After a three-year pause, over 43 million Americans who have student loans are required to resume repayments in October. For many, adding a large expense to their monthly budget will make it difficult for them to buy homes, start businesses, and save for retirement. Foregoing monthly payments has become a serious consideration by many borrowers. However, there are options that should be considered first, including the use of Student Loan Management Firms such as My Education Solutions. - September 29, 2023 - My Education Solutions
Canada’s Weyburn Credit Union Teams Up with iGrad to Offer the Enrich Personalized Financial Wellness Program to Its Members
Enrich, which is used globally by more than 20,000 employers and more than 300 financial institutions, seeks to lower financial stress in a measurable way. - August 31, 2023 - iGrad
Arlieta I. Baldwin Chosen for Distinction Award for Fall 2023 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)
Arlieta I. Baldwin of Houston, Texas was selected for P.O.W.E.R.’s Distinction Award for fall 2023 for her outstanding achievements and contributions in the field of accounting. A distinguished member of P.O.W.E.R., Baldwin has received various other honors from the organization including... - August 23, 2023 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized
JKS Financial Advisors Named Forbes Best-in-State Top Financial Security Professionals
Dan Jenkins & Geoffrey Kasse rank on Forbes and SHOOK Research annual list of industry professionals - August 21, 2023 - JKS Financial
Fintech Veteran Brian Ramirez Joins Resolve as Vice President of Growth and Marketing to Simplify Medical Billing
Resolve, a company dedicated to lowering medical bills on behalf of patients, today announced the addition of Brian Ramirez as Vice President of Growth and Marketing. The move marks a significant addition to the Resolve team, bringing a decade of experience in fintech and a strong track record of... - August 18, 2023 - Resolve
As Home and Auto Insurance Prices Surge, Woop Insurance, a Philadelphia Start-Up, Offers Consumers a Solution
Woop Insurance’s new product - Insurance Dashboard - gives consumers a free personalized evaluation of their insurance policy that allows members to understand the current insurance market and their policy costs and coverage, to make informed decisions for the best coverage and price. - August 17, 2023 - Its Woop
Williams Asset Management Voted 2023 Baltimore's 'Best' Financial Advisor Created by the Baltimore Sun
Williams Asset Management, a leading wealth management firm located in Columbia, Maryland, announced that they have been listed as the top Financial Advisor in the 2023 Best of Baltimore Readers’ Poll. According to the Baltimore Sun, over four weeks, 138,632 votes were submitted, with 120... - August 12, 2023 - Williams Asset Management
Wigen Financial Services LLC, and Founder James R. Wigen Announces Name Change to Independent Financial Management LLC or IFM
Wigen Financial Services LLC, a registered investment advisor representative announced today that it has changed its name to Independent Financial Management LLC or IFM. Founder of IFM, James R. Wigen, changed the name to better represent the growth his company will experience with hiring new financial advisors, and did not want them growing their business under his last name. - July 24, 2023 - Independent Financial Management LLC
Indiana University Online Launches iGrad Student Financial Literacy Platform
Research shows that student financial literacy programs like iGrad can decrease financial stress, improve academic performance and teach students how to manage their finances for a lifetime. - July 17, 2023 - iGrad
iGrad Partners with Foot Locker to Offer Enrich Personalized Financial Wellness Program to Almost 50,000 Global Employees
Enrich is one of the only financial wellness programs to offer a global product that allows multinational employers to implement one consistent, highly personalized financial wellness solution for employees in different countries. - July 14, 2023 - iGrad
Charles Calloway and Associates Launches Financial Empowerment Program, Revolutionizing Women's Financial Literacy
Charles Calloway and Associates, a leading financial advisory firm, is proud to unveil its innovative financial empowerment program exclusively designed for women. This initiative marks a significant milestone in the realm of women's financial literacy, aiming to revolutionize how women approach and engage with their finances. - July 07, 2023 - Charles Calloway
More Retirement and Wealth Management Information is Now Available on MatthewJames.com
Matthew James Tax & Wealth Management has released a much larger website with articles specifically focused on Retirement Planning, Tax Strategy, Wealth Management, Long-term care planning, Risk Management, and Estate Planning. - June 16, 2023 - Matthew James
Rick Santella Honored as a Professional of the Year for 2023 by Strathmore’s Who’s Who Worldwide
Rick Santella of Sicklerville, New Jersey has been named a Professional of the Year for 2023 by Strathmore’s Who’s Who Worldwide Edition for his outstanding achievements and contributions in the field of finance. About Rick Santella With over 40 years’ experience, Rick Santella... - June 07, 2023 - Strathmore Worldwide
Empowering Women’s Financial Futures: Introducing Empower HER Money, a Woman-Owned Money Coaching Venture
Empower HER Money, a groundbreaking women-owned enterprise, is set to revolutionize the financial landscape with its innovative approach to money coaching. Founded by Angela Duncan, this trailblazing business aims to empower women to take control of their finances, make informed decisions, and... - June 06, 2023 - EmpowerHERmoney.com
Dorsey Academy of Entrepreneurs Announces Series of Professionals Workshops
Dorsey Academy of Entrepreneurs announces the Series of Professionals Workshops featuring panels of successful entrepreneurs from various industries. The next workshop will focus on personal branding and takes place on Saturday, May 20, 2023 at the Kevin Hart Studios located in the San Fernando... - May 20, 2023 - Dorsey Academy of Entrepreneurs
COMPACOM Launches "Write for Us" Social Program to Support Americans in Need of Emergency Financing
The "Write for Us" program on COMPACOM invites Americans from all walks of life to submit their personal stories, detailing their financial challenges and the impact of emergency financing on their lives. - May 18, 2023 - COMPACOM
Get Expert Advice on Automotive Financing with Car Buyer University
Personal finance expert helps people save thousands of dollars by helping them understand the car buying process. - May 18, 2023 - Car Buyer University
iGrad Recognized with 2023 Organization of the Year Award by the Institute for Financial Literacy
The San Diego financial wellness education company provides customized and interactive financial wellness solutions to more than 2.7 million students at 650 colleges and universities, over 20,000 employers and over 300 financial institutions. - May 17, 2023 - iGrad
Ronald G. Wayne Launches Kickstarter Campaign for New Book, "Counterfeit Trust and the Nature of Money"
Apple co-founder and author Ronald G. Wayne has announced the launch of a Kickstarter campaign for his upcoming book, "Counterfeit Trust and the Nature of Money." The campaign will go live on May 17, 2023, and aims to raise funds for the completion and promotion of the book. In... - May 15, 2023 - Ronald G. Wayne
Golden 1 Credit Union Teams Up with iGrad to Offer the Enrich Personalized Financial Wellness Program to Its Members
Enrich is used by more than 20,000 employers and more than 300 financial institutions nationwide, with artificial intelligence technology that engages each user with the most relevant content based on their unique financial situation and stage of life. - May 15, 2023 - iGrad
Stabilize or Sink? Jasper Colin's Whitepaper Highlights the Role of Strong Risk Management in the Financial Industry
Jasper Colin, a leading market insights and data intelligence firm worldwide, has launched a new whitepaper, titled, "Stabilize or Sink? Market Movers Face Terrifying Decisions to Restore Confidence Post Banking Failures." The whitepaper analyses the warning bells that are ringing across... - April 24, 2023 - Jasper Colin
Gary S. Williams of Williams Asset Management Honored in Forbes Best-in-State Wealth Advisors List in Maryland for 2023
Williams Asset Management, an independent investment and financial planning firm in Columbia, Maryland, announced that its Founder, Gary S. Williams, CFP®, CRPC, AIF® has been named to Forbes’ Best-in-State Wealth Advisors list for 2023. The list is published on Forbes.com. According... - April 22, 2023 - Williams Asset Management
Montclair State University Launches iGrad Student Financial Literacy Platform to its Over 20,000 Students, Faculty and Staff
iGrad is currently used by more than 650 public and private colleges and universities of all sizes. Based on artificial intelligence and proprietary algorithms, iGrad personalizes financial information for each student’s situation and needs. - April 19, 2023 - iGrad
Retirement Investments Aligned with Riskalyze Platform
Intellicapital Advisors LLC implements Riskalyze for retirement investments, using Nobel Prize-winning framework to quantify risk. - April 18, 2023 - Intellicapital Advisors LLC
Mutual Security Credit Union Teams Up with iGrad to Offer the Enrich Personalized Financial Wellness Program to Its Over 25,000 Members
Enrich is used by more than 20,000 employers and more than 300 financial institutions nationwide, with artificial intelligence technology that engages each user with the most relevant content based on financial situation and stage of life. - April 05, 2023 - iGrad