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.
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
Page Consumer Services Awarded Top 5 Credit Repair Company in Las Vegas for 2023
Page Consumer Services, a leading credit repair company based in Las Vegas, Nevada, has been recognized for their outstanding credit repair services and commitment to excellence by Expertise.com. Page Consumer Services has been named as one of the Top 5 Credit Repair Companies in Las Vegas for 2023, further solidifying their position as a leader in the credit repair industry. - March 31, 2023 - Page Consumer Services
Mega Super Lottery: NordFX to Give Away Another $100,000 to Traders in 2023
On March 1 of this year, broker company NordFX launched another Mega Super Lottery for its clients. The lottery will run until the end of 2023 and will offer a variety of cash prizes ranging from $250 to $5000, with a total prize pool of $100,000. - March 31, 2023 - NordFX
RMF Realty Team Offers First-Time Homebuyer Classes to Families in Columbia, SC
The RMF Realty Team's initiative aims to increase homeownership rates among minority families and promote more equitable access to homeownership. While the classes are open to all, the team is specifically targeting minority families who may face barriers to homeownership. The teams goal is to provide a supportive and educational environment to help families navigate the process and achieve their homeownership dreams. - March 28, 2023 - RMF Realty Team, LLC
Plexus Financial Services Teams Up with iGrad to Offer the Enrich Personalized Financial Wellness Program to Its Over 25,000 Participants
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. - March 27, 2023 - iGrad
The Effect of Physical and Mental Health on Financial Well-Being
The Institute of Consumer Money Management (ICMM), a nonprofit public charity organization based in North Carolina funded a study to explore the Link between Physical and Mental Health and Financial Well-Being. A new literature review, titled, "Literature Review on the Effect of Physical and... - March 25, 2023 - The Institute of Consumer Money Management
Nav.it, Inc. Announces $3.3MM in Funding to Reduce Financial Stress for the Evolving Workforce
Nav.it, Inc., a financial technology company dedicated to improving financial health for the workforce, announced today that it has closed a $3.3MM funding round to support its mission of helping people reduce financial stress to build lasting health. The funding round was led by Stena Group, with... - March 24, 2023 - Nav.it
Coastal Community Credit Union Teams Up with iGrad to Offer Personalized Financial Wellness Program
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. - March 20, 2023 - iGrad
Author M.E. Magalousis’s New Book, "Simply Your Money," is an Easily Digestible Guide to Understanding and Making Moves Within the World of Finance and Investing
Recent release “Simply Your Money,” from Covenant Books author M.E. Magalousis, is an easy-to-read and understandable general guidebook to financial investments that can benefit anyone, in any financial situation, or age group. By putting the ideas presented within Magalousis's work into action, readers will discover how easy it can be to invest and prepare for one's financial future. - March 16, 2023 - Covenant Books
Unitus Community Credit Union Teams Up with iGrad to Offer the Enrich Personalized Financial Wellness Program to Its more than 100,000 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. - March 14, 2023 - iGrad
Wild Side Pawn Announced Gold Buying Services
Wild Side Pawn & Jewelry announced they have gold and precious metal buying services. They are reputable, and trustworthy, making fair offers. - March 12, 2023 - Wild Side Pawn and Jewelry
Smyrna Pawn Announced Gold Buying Services
Smyrna Pawn announced they have gold buying and precious metal buying services for people living in Cobb County, GA. With this service, people can have a trustworthy, secure place to sell their precious metals. - March 12, 2023 - Smyrna Pawn
Lambert Pawn Shop Announced They Have a Personal Liquidation Service
Lambert Pawn Shop announced they have full pawn shop services, including liquidating older, unused, pre-owned things.Instead of these items sitting on shelves or in the garage collecting dust, bring valuable items in and get them appraised and authenticated. - March 12, 2023 - Lambert Pawn Shop
Lincoln Pawn Announced They Have Personal Liquidation Services
Customers may have valuables or underused items sitting on shelves and in closets. With Lincoln Pawn's announcement, customers can bring their pre-owned valuables into the shop for quick cash. - March 12, 2023 - Lincoln Pawn Shop
MetaTdex Smart Pool is Launched; Bringing Lossless Mining Experience
MetaTdex Smart Pool is a USDT-margined financing product focused on single-token staking and lossless mining. In the MetaTdex smart pool, users are allowed to pledge USDT for different periods. After the pledge expires, users can redeem the principal and earn corresponding interests (settled in TT). - March 11, 2023 - MetaTdex
Reducing Credit Card Debt to "Zilch"
ZilchWorks, a debt reduction software developer since 1990, has released an updated version of its rapid reduction program for paying off credit cards. The software called Zilch, quickly and easily organizes debts into a simple monthly payment plan which shows how to pay off debt months or years ahead of schedule. - March 11, 2023 - ZilchWorks
Protect Your Retirement from Higher Taxes and Falling Markets in New Webinar Series from ETFguide
Live series will prepare attendees with little known strategies for combating higher taxes, Social Security shortfalls, long-term care and retirement issues. - March 07, 2023 - ETFguide, LLC
Best Financial Services Websites to be Named by Web Marketing Association in 27th Annual WebAward Competition
Enter and win Best Financial Services Website in the 27th WebAward competition for Website Development. This acclaimed award program, with 86 industry categories, including banking, credit unions, investments, mutual funds and financial services, recognizes the achievements of Web professionals all over the world. Winners get a handsome trophy, a limited-edition NFT, a great marketing opportunity, a potential career boost and unlimited bragging rights. - March 06, 2023 - Web Marketing Association
Lambert Pawn Announced Updated Retail Inventory to Support Income Tax Spending
Income tax returns are beginning to be deposited or mailed. This means customers have some much-needed cash to spend on replacement items. Lambert Pawn announced they updated their retail inventory with quality pre-owned items, so worn things, can be replaced. - March 01, 2023 - Lambert Pawn Shop
Lincoln Pawn Announced Updated Inventory for Tax Refund Savings
Tax return checks and deposits are starting to come in. Lincoln Pawn announced that they updated their retail inventory so customers can make purchases and save money on needed items. - March 01, 2023 - Lincoln Pawn Shop
Smyrna Pawn Announced Updated Inventory for Tax Return Specials
People will start receiving tax returns. Smyrna Pawn announced they updated their inventory to include pre-owned items that will help get people what they need and want. - March 01, 2023 - Smyrna Pawn
University of North Georgia Launches iGrad Student Financial Literacy Platform
Research shows that student financial literacy programs can decrease financial stress, improve academic performance, and teach students how to manage their finances for a lifetime. - February 24, 2023 - iGrad
401GO Partners with DriveWealth
Partnership offers more retirement options for small businesses and advisors. - February 23, 2023 - 401GO
Williams Asset Management Named One of the Largest Wealth Management Companies in the Baltimore Business Journal
Williams Asset Management, a leading wealth management firm located in Columbia, Maryland, has been named one of the Largest Wealth Management Companies in the Baltimore Business Journal. The Baltimore Business Journal’s annual list recognizes the top wealth management companies in the... - February 01, 2023 - Williams Asset Management
The Launch of a New Trade Association Aims to Expand the Use of Fiduciary Financial Advice
As a newly founded organization, Fiduciary Financial Advise (FFA) aims to promote and educate consumers on the benefits of the fiduciary financial model. - January 26, 2023 - Fiduciary Financial Advise