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.

Global Capital Partners Fund LLC Helps Businesses Across the United States with Its Accelerated Financing Solutions

Global Capital Partners Fund LLC Helps Businesses Across the United States with Its Accelerated Financing Solutions

The NY-based private lender offers quick closing on business funding. - August 28, 2021 - Global Capital Partners Fund LLC

Illumeo Hits 1500 Courses

Illumeo is proud to announce that it has exceeded the 1,500 on-demand Courses mark. Illumeo has the largest subscription library of on-demand finance, accounting, audit, and related courses globally. With the assistance of more than 300 practitioner-instructors, Illumeo has built and published more... - August 27, 2021 - Illumeo

WealthScope Financial, a Financial Advisor in Lehigh Valley, PA Announces a Proprietary Planning Process Called WealthScope GPS™

Financial Advisor firm has created a proprietary financial planning process which is referred to as WealthScope GPS™. This process is used to provide guidance for clients during their financial journey. The process is available today to all clients of the firm. - August 14, 2021 - WealthScope Financial

Anil Uzun Comments on How Millennials Are Driving Demand for Challenger Banking

Anil Uzun Comments on How Millennials Are Driving Demand for Challenger Banking

Anil Uzun will comment on how millennials are driving demand for challenger banking on Youtube on August 20, Friday at 07.00 pm CET. - August 13, 2021 - Anil Uzun Investments

Study by Financer.com Reveals an 8.9% Global Decrease in Credit Sentiment Score in 2021, with Sweden, the US and Hungary Experiencing the Most Significant Drops

Study by Financer.com Reveals an 8.9% Global Decrease in Credit Sentiment Score in 2021, with Sweden, the US and Hungary Experiencing the Most Significant Drops

The Finance Barometer is the first global credit sentiment study. The study collected 16,530 unique votes from 26 countries and will publish the 2021 report on July 27. The report contains 7 interactive charts that compare credit sentiment data for 2020 and 2021. - July 27, 2021 - Financer

iGrad Partners with HBCU Community Development Action Coalition to Offer Student Financial Wellness Platform to Historically Black Colleges and Universities

iGrad Partners with HBCU Community Development Action Coalition to Offer Student Financial Wellness Platform to Historically Black Colleges and Universities

The Historically Black Colleges & Universities Community Development Action Coalition (HBCU CDAC) has partnered with iGrad to launch a financial wellness initiative for students of color. - July 13, 2021 - iGrad

22 Year Old Sam Gordon IV Launches Creditflyers.com to Help Build Credit Scores to Get Consumers Approved for Their First Homes

22 Year Old Sam Gordon IV Launches Creditflyers.com to Help Build Credit Scores to Get Consumers Approved for Their First Homes

A New Startup Creditflyers.com is paving a way for students to retirees to build their credit fast and effectively. Sam Gordon President of Creditflyers.com says, "Credit is the tool to building financial freedom and wealth almost every big purchase is made with money and credit." Creditflyers.com has been offering access to lenders and gives their clients the best credit scores possible to get approval for first-time home buyers. - July 11, 2021 - Creditflyers

CreditQ Introduces Credit Management Feature for Buyers and Suppliers in the Version 2.0

CreditQ, a leading credit reporting bureau, has facilitated its registered members with the new business credit management feature. - July 02, 2021 - CreditQ

Ohio Deferred Compensation Now Offering Enrich Financial Wellness Platform to Current and Retired Participants

Ohio Deferred Compensation Now Offering Enrich Financial Wellness Platform to Current and Retired Participants

The Ohio Public Employees Deferred Compensation Program, a supplemental 457(b) retirement plan for all Ohio public employees, is offering the award-winning Enrich™ financial wellness platform to more than 243,000 Ohio DC participants. - June 30, 2021 - iGrad

Verb(TM) Presents Speaker Series: “A Clear-Eyed Review of Proposed Federal Tax Law Changes” with Michelle P. Scott, Esq.

Verb(TM) Presents Speaker Series: “A Clear-Eyed Review of Proposed Federal Tax Law Changes” with Michelle P. Scott, Esq.

Michelle P. Scott, Esq., author of “Biden’s Tax Plan: What’s Enacted, What’s Proposed,” will be featured on the Verb™ Presents Speaker Series, July 27, 2021, 12:00 pm (Pacific Time). Ms. Scott will address high notes from her recent, comprehensive article on The American Rescue Plan, The American Jobs Plan, The American Families Plan, and Biden’s efforts to fortify the IRS with fresh funding. Peter Coe Verbica, JD, CFP® of Silicon Private Wealth will be the moderator. - June 29, 2021 - Silicon Private Wealth

The Daftarian Group Luxe Real Estate Represents 33 Smithcliffs

The Daftarian Group Luxe Real Estate Represents 33 Smithcliffs

The Daftarian Group Luxe Real Estate is proud to represent one of the most exclusive and expensive home in Southern California. - June 28, 2021 - The Daftarian Group

Commercial Private Equity Enables Easy Access to Loans with Flexible Plans

Commercial Private Equity Enables Easy Access to Loans with Flexible Plans

Commercial Private Equity makes the process of acquiring loans easier by providing flexible plans to their clients. - June 23, 2021 - Commercial Private Equity

Kronos Wallet Adds Support for New Decentralized Social Media Network BitClout (CLOUT)

Kronos Wallet Adds Support for New Decentralized Social Media Network BitClout (CLOUT)

Kronos adds support for the new decentralized social media network BitClout. - June 19, 2021 - Denarius

New Sense 2 Cents App Brings Money Management to the Whole Family

Managing money well is a science of careful calculation, forward-looking budgeting, and penny-wise prudence. Once a complicated, time-consuming process, modern technology has brought forth a revolutionary new app that makes finance fun and easy for your whole family. The new Sense 2 Cents... - June 16, 2021 - Sense 2 Cents

C&C Financial Group, LLC Launches “Open Access” Financial Planning Firm in Houston, Texas

Today at the launch Event, C&C Financial Advisory announced the firm’s focus on working with individuals and families who value financial security over promises of “quick riches.” “We think of ourselves as a thinking partner for our clients as we help them fortify their... - June 12, 2021 - C&C Financial Advisory

Anil Uzun Will Discuss the Latest Revolutions in Employee Earnings

Anil Uzun Will Discuss the Latest Revolutions in Employee Earnings

Anil Uzun will discuss the benefits of increased adoption of technology on the financial fitness of employees. The talk will be live-streamed on YouTube on June 18, Friday at 07.00pm CET. - June 11, 2021 - Anil Uzun Investments

Red Stone Lending LLC is a Startup in the Real Estate Funding Business

Red Stone Lending LLC is a Startup in the Real Estate Funding Business

A Los Angeles based startup, Red Stone Lending LLC is actively assisting real estate investors with acquiring funding. The firm has experienced regular drama as they entered a volatile market impacted by the pandemic. They provide education and guidance to their clients and help them find the ideal funding for investments. - June 09, 2021 - Red Stone Lending

Commonwealth of Massachusetts and iGrad Partner to Offer Enrich Financial Wellness Platform to Current and Retired State Employees

Commonwealth of Massachusetts and iGrad Partner to Offer Enrich Financial Wellness Platform to Current and Retired State Employees

In the first statewide program of its kind, the Commonwealth of Massachusetts and San Diego-based financial education company iGrad have partnered to offer the award-winning Enrich™ financial wellness platform to 156,000 current and retired state employees. The Economic Empowerment Trust... - May 25, 2021 - iGrad

The Nathan Agencies Become Livictus Financial Services

The Nathan Agencies Become Livictus Financial Services

The Nathan Agencies proudly announces its new name, Livictus Financial Services. The Nathan Agencies, a premier financial planning firm in Western Massachusetts, is changing its name to Livictus Financial Services. Christian Sulmasy, Owner of Livictus, stated, “We are excited about our... - May 25, 2021 - Livictus Financial Services

Verb(TM) Presents June 22, 2021 Event in Support of US Olympic and Paralympic Shooters

Verb(TM) Presents June 22, 2021 Event in Support of US Olympic and Paralympic Shooters

June is celebrated as “Great Outdoors Month.” In keeping with this tradition, Verb™ Presents and Silicon Private Wealth have teamed up for a day at bucolic Coyote Valley Sporting Clays to support the non-profit USA Shooting which supports US Olympian and Paralympian Shooters. - May 24, 2021 - Silicon Private Wealth

Commercial Private Equity is Helping the Real Estate Industry Thrive by Offering Fast Approvals and Closings for a Wide Range of Specialized Loans in Atlanta, GA

Commercial Private Equity is Helping the Real Estate Industry Thrive by Offering Fast Approvals and Closings for a Wide Range of Specialized Loans in Atlanta, GA

Commercial Private Equity is committed to offering the best home loan experience from the beginning to the very end. - May 19, 2021 - Commercial Private Equity

San Diego County Water Authority and iGrad Partner to Offer Enrich Financial Wellness Platform to Employees

San Diego County Water Authority and iGrad Partner to Offer Enrich Financial Wellness Platform to Employees

The San Diego County Water Authority (SDCWA) and San Diego-based financial education company iGrad have partnered to offer the award-winning Enrich™ financial wellness platform to the SDCWA’s 255 employees and the employees of its 24 member agencies. The SDCWA was one of the 24 state... - May 18, 2021 - iGrad

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 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

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

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

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 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

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

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

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 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

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

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 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 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

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

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 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.

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

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