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.

Farmers Group Inc. Sued by Alleged Victims of California Fire

A 90 year-old widow and her daughter, alleged victims of the Camp fire in Paradise, California, have filed a lawsuit against Farmers Insurance and Gordon Rees Scully and Mansukhani for allegedly trying to prevent their chosen attorney from representing them. - May 13, 2021 - William D. McCann, Esquire

People’s Trust Federal Credit Union Launches Enrich Financial Wellness Platform to Its 30,000 Members

People’s Trust Federal Credit Union has partnered with San Diego-based financial education company iGrad to offer the award-winning Enrich™ financial wellness platform to its 30,000 members. Enrich is used by more than 20,000 employers and more than 300 financial institutions... - May 13, 2021 - iGrad

PayArc Named Best Credit Card Processing Company by topcreditcardprocessors.com for May 2021

The independent authority on merchant services vendors, topcreditcardprocessors.com, has announced PayArc as the top-rated credit card processing firm for the month of May 2021. Companies featured in the rankings have shown their ability to consistently offer exceptional credit card processing... - May 13, 2021 - topseos.com

New Woman-Owned Consultancy Aims to be Mortgage Industry’s Trusted Advisor

“Unprepared is Unacceptable.” - New Consultancy, Consigliera, Founded to Assist Mortgage Servicing Industry Through New Era of Regulatory Scrutiny, Focusing on Readiness, Innovative Solutions and Meaningful Connection with the Default Consumer. - May 11, 2021 - Consigliera LLC

NJ Realtor Company Offers Free Home Valuations

Haddonfield Real Estate Agency Offers Free Home Valuations due to Increased Demand for Housing - May 10, 2021 - AM Realty Advisors

Best Credit Card Surcharging Companies Named by topcreditcardprocessors.com for May 2021

The independent authority on merchant services, topcreditcardprocessors.com, has announced their May 2021 rankings of the best Credit Card Surcharging Companies. - May 10, 2021 - topseos.com

The First "Crypto Hotel" Presented by Hotel Manager Johannes Fritz Groebler / the First NFT Hotel Run on Ethereum

UNYCU accomplished a new chapter in its history with the unveiling of the Crypto Hotel. The Crypto Hotel is the first NFT (Non-Fungible Token) hotel worldwide. It exists only in digital form and is based on the Ethereum blockchain. There is no other hotel in the world that can be compared to the Crypto Hotel. As this hotel is digital, it can be enjoyed anywhere, anytime. - May 04, 2021 - Hotel Fritz Consulting

RPA to Host Virtual Continuing Education Seminar Trustee University for Missouri Plan Trustees

May 4 virtual event helps DC retirement committee members satisfy state’s annual continuing education requirement. - April 28, 2021 - Retirement Plan Advisors

My Money Workshop Announces First-Ever Virtual Financial Literacy Forum Sponsored by JPMorgan Chase

My Money Workshop, a financial literacy organization that emphasizes the importance of wise and secure financial decision-making to teens and adults, is proud to announce its first-ever virtual Financial Literacy Forum in celebration of Financial Literacy Month on April 27, 2021. This event is graciously sponsored by JPMorgan Chase. Through their Path Forward initiative, JPMorgan Chase is addressing the existing racial wealth gap in the U.S. - April 27, 2021 - My Money Workshop Inc

Super Lottery: NordFX Gives Away Prizes to Traders

The Super Lottery was launched by the brokerage company NordFX among its clients on April 1. - April 27, 2021 - NordFX

Former US Marine Turned Crypto Millionaire Seth Maniscalco Featured in SHIFT Advanced Life Design Magazine

Crypto Wealth Coach Seth Maniscalco Featured on Cover of Veteran Owned SHIFT Advanced Life Design Magazine. - April 19, 2021 - Shift Magazine

Sexton Advisory Group Reveals Top Retirement Risks to Address in 2021

As More Americans Face Early Retirement, Financial Consultant Steve Sexton Shares Important Risk Management Tips. - April 15, 2021 - Sexton Advisory Group

Fundacion Génesis Empresarial Sees 3x Lower Loan Defaults After Using Alternative Credit Data by Innovative Assessments

Fundación Génesis Empresarial has partnered with IAssessments to assist in their risk assessments and loan origination processes. Génesis Empresarial, a Guatemala based foundation specialized in economic and social development, originally tested Worthy Credit during 2018. They... - April 14, 2021 - Innovative Assessments

RaShida Roberts of Target Financial Announced as a Panelist for “The 5 C’s of Business Success” Virtual Event Presented by Black Women Empowering Finances

RaShida Roberts, Personal Financial Coach of Target Financial, Houston Texas is a panelist at “The 5 C’s of Business Success" virtual event being held on Saturday April 24, 2021 from 10:00 AM (EST) to 12:00 PM (EST) on Zoom. Panelist RaShida Roberts, Personal Financial Coach,... - April 14, 2021 - Target Financial

Texas A&M University-Corpus Christi Launches iGrad Student Financial Literacy Platform to Staff, Faculty, Students and Parents

Texas A&M University-Corpus Christi - a Hispanic Serving Institution (HSI) and Minority Serving Institution (MSI) with nearly 12,000 students - has partnered with iGrad to provide a customized, interactive online and mobile financial wellness platform to TAMUCC faculty, staff, students and parents. The funding for this financial literacy initiative was provided by a grant awarded by the U.S. Department of Education. - April 13, 2021 - iGrad

Black Women Business Owners Join Together to Help Small Businesses Recover from These Challenging Times

"The 5 C’s of Business Success" Virtual Panel event will be held on Saturday April 24, 2021 from 10:00 AM (EST) to 12:00 PM (EST) on Zoom. Panelists Dee Bowden Revenue Recovery Expert and founder of BCS Solutions, Joyce Chesley Hayward CPA and founder of Fusion 4 Business LLC,... - April 13, 2021 - Target Financial

Fintelum Opens Investment Into New Tokenisation Project KEEPP

Over 15% in dividend, KEEPP represents an attractive investment opportunity in a yield-starved and COVID-19-disrupted investment environment. - April 06, 2021 - Fintelum

NEA Charitable Fundraising Services Can Now Accept Bitcoin for All Major Charities

As one of the largest Charitable Service Companies, NEA Charities can now accept Bitcoin as a donation to any 501(c)3 Charitable Organization. - April 04, 2021 - NEA Charitable Fundraising Services

Divorce and Family Lawyer Sarinia Feinman Interviewed on Financial Aspects of Divorce

Family lawyer Sarinia M. Feinman completed the second part of a 2 part interview with Mike Menninger on his show “Financial Planning Explained.” The RVN TV interview about financial aspects of divorce aired on March 22 and aired again on Friday, March 26 at 11:30am. As a partner with... - March 31, 2021 - Vetrano & Vetrano

Applications Are Closing Soon for the Emergency Rental Assistance Program Through Partnership with Cook County Emergency Rental Assistance and YWCA Metropolitan Chicago

YWCA Metropolitan Chicago and Cook County have partnered to provide the community with COVID-19 Recovery through Cook County Emergency Rental Assistance (ccERA). Applications opened on Thursday, March 11, 2021 and close on Friday, April 2, 2021. All applications and questions may be directed at... - March 27, 2021 - YWCA Metropolitan Chicago

Refused Car Finance Survey Shows 60% of People Think You Can’t Get Approved for Bad Credit Car Finance

A recent customer survey from Refused Car Finance showed that 60% of people think that you can’t get approved for car finance with bad credit. The bad credit car finance specialist disagrees. - March 22, 2021 - UK Car Finance

Wayne State University Offering the Award-Winning iGrad Financial Wellness Platform to Over 25,000 Students

Wayne State University partners with iGrad to provide a customized interactive financial education platform to all University students. - March 10, 2021 - iGrad

Curtis W. Chambers Recognized as One of LPL Financial’s Top Advisors

Curtis W. Chambers, an independent LPL Financial advisor at Chambers Financial Group in Largo, today announced his inclusion in LPL’s Director’s Club. With more than 17,000 LPL-affiliated advisors nationwide, LPL awards select advisors with this distinction based on an advisor’s business success*. - March 10, 2021 - Chambers Financial Group

Hoxton Capital Management Surpasses GBP 500 Million (USD 691 Million) in Assets Under Management

The milestone comes less than 3 years since the firm’s initial launch in April 2018. - March 10, 2021 - Hoxton Capital Management

Virginia Retirement System and iGrad Receive Top Award for myVRS Financial Wellness Program Communications Campaign

The Virginia Retirement System and iGrad/Enrich received a first place award for communications in the financial wellness category among public plans with more than 5,000 participants at the annual Eddy Awards sponsored by Pensions & Investments (P&I) in March. - March 09, 2021 - iGrad

Website Hosted by Local Attorney Offers Clear Advice on Estate Planning

The Estate Planning Attorneys at Morris Hall, PLLC are pleased to announce the release of their updated estate panning website www.morristrust.com. It is - March 08, 2021 - Morris Hall PLLC

Franklin Templeton Partners with iGrad on New Personalized Financial Wellness Platform

Franklin Templeton and iGrad/Enrich partner to provide a personalized financial wellness platform for financial professionals to share with defined contribution (DC) plan sponsors and participants. - March 08, 2021 - iGrad

Verb(TM) Presents Speaker Series Features Roman Buhler, Esq.

Roman Buhler, Esq., National Director of the Madison Coalition and former Counsel to the U.S. House of Representatives, will be the Verb(TM) Presents Speaker Series’ featured guest on Thursday, March 25, 2021, 6:30 pm (Pacific Time). Moderated by Peter Coe Verbica. - March 04, 2021 - Silicon Private Wealth

Gary Williams of Williams Asset Management Honored in Forbes’ Best-in-State Wealth Advisors List 2021

Williams Asset Management announces that its President and Founder, Gary Williams, CFP®, CRPC®, AIF® has been named to Forbes’ Best-in-State Wealth Advisors list for 2021. - March 04, 2021 - Williams Asset Management

Despite Negative Perceptions of the Canadian National Economy, the Majority of Canadians Have a Positive Outlook on Their Own Personal Finances

61% think Canadian economic conditions are poor or very poor, but 66% have good or very good personal finances, and 53% have not experienced negative financial impacts due to the pandemic. - March 01, 2021 - Insights West

Sexton Advisory Group Discusses 5 Things to Know When Considering a ROTH IRA Conversion

Financial Consultant Steve Sexton Shares the Perks and Pitfalls of a ROTH Conversion - February 20, 2021 - Sexton Advisory Group

Survey: How Much Americans Pay to Prepare and File Their Taxes

The IRS estimates that 70% of Americans qualify for free tax filing, but our latest survey found that only 25% filed for free. Furthermore, 58% spent $50 or more to file their taxes. - February 15, 2021 - The College Investor

iGrad and Grand Valley State University Provide Financial Literacy Education to TRIO Students

Grand Valley State University and iGrad partner to provide college students with interactive financial literacy education. - February 15, 2021 - iGrad

Meadows Bank Total Loans Increase 24.4% and Deposits Increase 20.8%

Meadows Bank, headquartered in Las Vegas, NV, today released its year-end 12/31/2020 unaudited financials. The most notable numbers for the period were Total Loans and Total Deposits. Total Loans as of December 31, 2020 were $1.0 billion, a 24.4% growth or $196.7 million over loans outstanding at... - February 09, 2021 - Meadows Bank

Invitation February 16th Boston - Online 2021 Outlook Family Office & Institutional Investor

The Ivy Family Office Network (IVYFON) is having a family office and institutional investor forum which will be limited in person in the Boston suburbs and online on February 16th from 8 a.m. eastern time to 5:00 p.m eastern time. They will be covering the economic outlook for 2021 with a... - February 06, 2021 - Ivy Family Office Network (IVYFON)

Cal Coast Partners with Trust & Will to Offer Members Easy, Affordable Estate Planning

California Coast Credit Union partners with Trust and Will to offer its members easy and affordable estate planning. - January 30, 2021 - California Coast Credit Union

iGrad Launches Debt Letter Initiative as Part of Student Financial Wellness Program

Dickinson College becomes the first school to use iGrad's new student loan debt letter service in conjunction with the interactive student financial wellness platform. - January 26, 2021 - iGrad

Consumer Investing Platform Invezz Rebrands Website as Part of Expansion Plans

As part of the platform’s planned expansion in 2021, Invezz has recently undergone a complete redesign of its website, invezz.com. The new design introduces a cleaner layout, and host of new navigation features to make it easier than ever for people to access information and reach their financial goals. - January 26, 2021 - Invezz

Honda Federal Credit Union Partners with iGrad to Offer the Enrich Financial Wellness Platform to Its Nearly 70,000 Members

Honda Federal Credit Union will integrate iGrad's interactive Enrich financial wellness platform into offering for all credit union members. - January 25, 2021 - iGrad

Denarius Announces Beta of Kronos Wallet and Chat

Kronos, a new application beta from the developers of Denarius (D), provides people a way to socialize and transact without a central authority. This new proof of concept takes decentralization, blockchain and privacy to the next level. - January 21, 2021 - Denarius

Residence Clubs International, Inc. Announces $50 Million Investment from Alfie Best, Chairman of Wyldecrest Parks

Residence Clubs International, Inc. CEO Craig Williamson is pleased to announce the sale of a portion of ResClubs® to British businessman and philanthropist Alfie Best. With the ResClubs’ innovative program patent pending, mobile app partnership with Hudini and infinitWiFi, and its one-year beta test with live members completed in 2020, the company now has its capital partner in place and is moving ahead with its expansion. - January 13, 2021 - ResClub

RPA Publishes Analysis of Stable Value Funds in Participant‐Directed Retirement Plans

White paper, Stable Value: A Risk-Free Dilemma, explores the appropriate use of fixed/stable value funds in defined contribution retirement plans. - January 06, 2021 - Retirement Plan Advisors

Purveyors of Time – Concierge Estate Management Announces Its Official Launch on the Monterey Peninsula

Purveyors of Time launches a new location on the Monterey Peninsula providing services to Carmel and Pebble Beach. - January 05, 2021 - Purveyors of Time

Stanford Healthcare Loses in Appeals Court, Accused of Alleged $468 Million Dollar Healthcare Billing Fraud

The Ninth Circuit Court of Appeals recently rejected Stanford Healthcare’s (formerly Stanford Hospitals and Clinic) argument in the U.S. government’s case against Stanford Healthcare for nearly $500 million dollars of alleged Medicare billing fraud. In entering its ruling against the... - January 05, 2021 - GJLaw

The College Investor Ranks the Top Tax Software of 2021

2020 was a strange year for Americans, and the economic turmoil may yield some tough surprises at tax time. Fewer people than ever will have “simple” tax returns. That could lead to difficult tax filing and unexpected “upgrades” that require filers to pay extra. This year, more than ever, there is no "one-size-fits-all" for the best tax software. - January 04, 2021 - The College Investor

How an Innovative Strategy Changed Portfolio’s Profits – MHS Group

Based on accurate scenario planning and foresight investing strategies, MHS funds experienced 120% turnover within a year which was more successful than most other well-known investing funds. - January 04, 2021 - MHS group

Alexandria Wealth Management Firm Educates on Financial Planning

Campbell Wealth Management, an Alexandria wealth management firm, released a blog educating readers on the main goal of financial planning. The article is designed for readers who are 55+ and looking for high-quality wealth management services. - January 04, 2021 - Campbell Wealth Management