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.

Survey: 73% of Americans Support Biden's Plan to Forgive $10,000 in Student Loan Debt

Student loan forgiveness has become a hot-button political issue over the last few months. President-Elect Biden has proposed canceling $10,000 in student loan debt, while others want more. The College Investor surveyed 2,000 Americans, including those who don't have loans, to see how much they support canceling student loan debt. - December 17, 2020 - The College Investor

Kansas City Bankruptcy Attorney Explains Helpful Kansas Eviction Prevention Program

Landlords and tenants financially affected by the COVID pandemic may be eligible to receive rent assistance. Applications are due December 15. - December 10, 2020 - The Sader Law Firm

New Survey: 75% of Americans Are Familiar with Investing Apps, & Most Prefer a Monthly Fee Model

More Americans than ever are investing on their phones and leveraging new commission-free investing tools. But, how widespread is the adoption and how do consumers feel about these products and tools? The College Investor looks at the changing landscape of investing and how investors want to pay to trade stocks. - December 08, 2020 - The College Investor

Barron’s Honors iGrad/Enrich for Financial Empowerment

Barron’s Honors iGrad/Enrich for Financial Empowerment

The Enrich and iGrad financial wellness platforms have received recognition from Barron's in its "Barron's Celebrates" initiative, where organizations were evaluated based on their purpose, scalability and effectiveness. - December 08, 2020 - iGrad

Getting Children Interested in Investing: Steps to  Gifting Stock Shares

Getting Children Interested in Investing: Steps to Gifting Stock Shares

Recently, Keith Turner introduced a new digital document to the public to help parents that are inexperienced investors teach their children about investing through the process of gifting stocks. The digital document is a step-by-step guide to understanding custodial accounts and buying stock. This document can be downloaded at artisKEITH.com. - December 04, 2020 - Money Mondays

New “Saving with Steve” Radio-Podcast & TV Show Gifts Listeners New Financial Hope and Money Solutions

Financial consultant Steve Sexton shares weekly financial tips and tricks for a happier, healthier life. - December 04, 2020 - Sexton Advisory Group

After Year of Global Crisis, Millions Respond with Massive Swell of Generosity and Shared Humanity on GivingTuesday 2020

After Year of Global Crisis, Millions Respond with Massive Swell of Generosity and Shared Humanity on GivingTuesday 2020

The GivingTuesday Data Commons reports total giving increased from $1.97 billion to $2.47 billion in the United States alone, representing a 25% increase compared to GivingTuesday 2019. Further, GivingTuesday estimates that 34.8 million people participated in GivingTuesday 2020, a 29% increase over 2019. - December 03, 2020 - GivingTuesday

Evaluate Research Issues a New Update Note on United Bancorp, Inc.'s Q3 Earnings Results

Evaluate Research, an independent research firm, has issued an Update Note recently on United Bancorp, Inc., based in Martins Ferry, Ohio. Evaluate Research is the only firm actively researching United Bancorp. The complete Update Note can be downloaded from their website, www.evaluateresearch.com,... - November 18, 2020 - Evaluate Research

Commonwealth Credit Union Offering Enrich and iGrad Financial Wellness Platform to Members and Students

Commonwealth Credit Union Offering Enrich and iGrad Financial Wellness Platform to Members and Students

Commonwealth Credit Union has partnered with San Diego-based financial education company iGrad to make the award-winning Enrich™ financial wellness platform and the student-focused iGrad™ financial wellness platform available to its members and all students at University of Louisville, Metropolitan College and Kentucky high schools. - November 12, 2020 - iGrad

Joe Biden Elected President - Questions Loom About the Federal Estate Tax

Joe Biden Elected President - Questions Loom About the Federal Estate Tax

The law firm of Morris Hall, PLLC (MH), the largest estate planning law firm in Arizona, congratulates Joe Biden on presumptively winning his bid to become President of the United States. With Mr. Biden’s election, there is ambiguity about the federal estate tax. Mr. Biden ran with a view... - November 09, 2020 - Morris Hall PLLC

UK Conveyancers Must Step Up to the Stamp Duty Land Tax Holiday Challenge and Homebuyer Conveyancing Does Just That

UK Conveyancers Must Step Up to the Stamp Duty Land Tax Holiday Challenge and Homebuyer Conveyancing Does Just That

Instructing a Solicitor promptly when you place your property on the market and before offer acceptance stage gets you ready to exchange fast. Understand the true legal costs involved by using the Homebuyer Conveyancing comparison website. - November 08, 2020 - Homebuyer Conveyancing

Direct Auto Insurance to Host Virtual Hiring Event Nov. 18 to Fill More Than 150 Insurance Agent Positions

Direct Auto Insurance to Host Virtual Hiring Event Nov. 18 to Fill More Than 150 Insurance Agent Positions

Insurance agent and insurance agent trainee jobs being offered at Direct Auto’s largest hiring event of the year. - November 06, 2020 - Direct Auto Insurance

Presidential Winner Still Unknown. The Nation Pauses, But Estate Planning Should Not.

Presidential Winner Still Unknown. The Nation Pauses, But Estate Planning Should Not.

The law firm of Morris Hall, PLLC (MH), the largest estate planning law firm in Arizona, has been watching the build up to the 2020 Presidential Election, and the current state is of no surprise. This is not a time to panic or worry, but rather a time to take advantage of the current tax... - November 05, 2020 - Morris Hall PLLC

Webinar Features 3 Global Experts Speaking on Islamic Home Finance and Social Justice in U.S.

Equity and justice have always been at the core of Islamic financial principles, and that’s drawing a fast-growing number of Americans to choose an Islamic alternative to a mortgage loan when they buy or refinance their home. Learn why at a webinar Nov. 1 on Islamic Home Finance and the... - October 31, 2020 - Guidance Residential

Financial Connection to Breast Cancer - All Women Financial Firm, Urban Wealth Management Assists Women

Financial Connection to Breast Cancer - All Women Financial Firm, Urban Wealth Management Assists Women

Researchers have connected the term "financial toxicity" to breast cancer. And while the energy of the woman diagnosed with breast cancer should be on healing and taking care of herself; life can spiral out of control and money is the root cause. Urban Wealth Management, an All Woman Financial Firm in Los Angeles is assisting women in getting their financial life in gear and focus on healing and living the life they desire and deserve. - October 30, 2020 - Urban Wealth Management

iGrad’s Your Money Personality Receives 2020 Excellence in Financial Literacy Education Award from the Institute for Financial Literacy

iGrad’s Your Money Personality Receives 2020 Excellence in Financial Literacy Education Award from the Institute for Financial Literacy

"Your Money Personality™" - a financial behavior assessment used by Enrich and iGrad on their interactive financial wellness platforms, was recognized by the Institute for Financial Literacy with the 2020 Excellence in Financial Literacy Education (EIFLE) Adults’ Education Program of the Year award. - October 28, 2020 - iGrad

Bridlewood Insurance Now Offering Assistance with Medicare Enrollment from Oct. 15 Through Dec. 7

Bridlewood Insurance, the Industry leader in Medicare assistance, is offering assistance with Medicare enrollment from Oct. 15 through Dec. 7. - October 26, 2020 - Bridlewood Insurance Services

Ghanaian Americans Demand Policymakers to Approve Critical Coronavirus Relief

Ghana Diaspora Public Affairs Collective (GHPAC) extends the following statement regarding the Health and Economic Recovery Omnibus Emergency Solutions Act ("HEROES Act"): "This week the United States Congress failed to help the country recover from the COVID-19 pandemic when the... - October 25, 2020 - Ghana Diaspora Political Action Committee

RPA to Host Virtual Trustee University with Special Guest Ron Insana

October 27 and 28 virtual event helps retirement committee members satisfy Missouri’s annual continuing education requirement. - October 21, 2020 - Retirement Plan Advisors

AVVO Names Marcus Herbert 2020 Top Rated Lawyer Award

AVVO Names Marcus Herbert 2020 Top Rated Lawyer Award

Attorney Marcus Herbert, a partner in the Bankruptcy Advocates law firm, has received the 2020 Top-Rated Lawyer award from Avvo, the leader in legal marketing, connecting attorneys with 23 million consumers monthly. This comes on the heels of Marcus Herbert being recognized with the 2020 Silver... - October 19, 2020 - Bankruptcy Advocates - Attorneys at Law

PSI Lending Announces Company Wide Expansion

PSI Lending Announces Company Wide Expansion

PSI Lending Expands Company Wide; Expansion on top of record growth during COVID-19 pandemic. - October 08, 2020 - Homecision

Southeastern Credit Union Foundation Partners with iGrad to Offer Enrich Financial Wellness Platform

Southeastern Credit Union Foundation Partners with iGrad to Offer Enrich Financial Wellness Platform

The Southeastern Credit Union Foundation (SECUF) is launching the award-winning Enrich™ financial wellness platform to more than 24,000 employees at more than 300 credit unions in Georgia, Alabama and Florida. - October 07, 2020 - iGrad

Donna Caccioppo, PhD, Realtor Earns NAR Pricing Strategy Advisor Certification

Donna Caccioppo, PhD, Realtor Earns NAR Pricing Strategy Advisor Certification

Donna Caccioppo, PhD, Realtor with CL International Real Estate Group has earned the nationally recognized Pricing Strategy Advisor (PSA) certification. - October 04, 2020 - CL International Real Estate Group, LLC

STEM Entrepreneur Dr. Malcolm Adams Wars Against SocioEconomic Inequality

STEM entrepreneur Dr. Malcolm Adams is changing lives for minorities by waging war on socioeconomic inequality – even to the point of running for election for a seat in the GA State House of Representatives. He is an economist, educator, and entrepreneur who is committed to economic... - September 18, 2020 - Dr. Malcolm Adams

California Coast Credit Union Partners with iGrad to Offer Enrich Financial Wellness Platform

California Coast Credit Union Partners with iGrad to Offer Enrich Financial Wellness Platform

California Coast Credit Union has partnered with San Diego-based financial education company iGrad to make the award-winning Enrich™ financial wellness platform available to its nearly 200,000 members. Enrich is used by more than 20,000 employers and more than 300 financial institutions... - September 14, 2020 - iGrad

iGrad Partners with Columbia University to Combat Student Loan Crisis with AI-Powered Student Financial Wellness Platform

iGrad Partners with Columbia University to Combat Student Loan Crisis with AI-Powered Student Financial Wellness Platform

Leading financial wellness company iGrad has partnered with Columbia University to provide a customized, interactive online and mobile financial wellness platform to the private Ivy League university’s students. - September 12, 2020 - iGrad

Campbell Wealth Management Unveils New Website Design

Campbell Wealth Management, an Alexandria Wealth Management firm, recently unveiled its new website design. The new design features an updated look and feel as well as more organized information regarding their experience and services. - September 02, 2020 - Campbell Wealth Management

Medcom Benefit Solutions Integrates Enrich Financial Wellness Platform Into Consumer-Driven Health Plan Portfolio

Medcom Benefit Solutions Integrates Enrich Financial Wellness Platform Into Consumer-Driven Health Plan Portfolio

Medcom Benefit Solutions is offering Enrich Financial Wellness to help participants better understand consumer-driven health plans, including Health Reimbursement Arrangements (HRA) and Health Savings Accounts (HSA), while improving overall financial health. - September 01, 2020 - iGrad

As COVID-19 Raises Chronic Illness Fears, Life Insurers Defend Against Chronic and Critical Illness Claims

The Center for Life Insurance Disputes serves life insurance policyholders from the beginning to get claims related to COVID-19 paid. - August 21, 2020 - The Center for Life Insurance Disputes

Credit Union 1 Partners with iGrad to Offer Enrich Financial Wellness Platform

Credit Union 1 Partners with iGrad to Offer Enrich Financial Wellness Platform

Credit Union 1 launches the Enrich financial wellness platform to its credit union members, offering them a hyper-personalized interactive educational experience. - August 20, 2020 - iGrad

IOA Launches the First Fully Integrated Quote Comparison and Buy Platform in the Nation

SimplyIOA Now Allows Users to Compare Quotes and Purchase Home and Auto Insurance Completely Online - August 20, 2020 - Insurance Office of America

EquityLock Commercial to Offer Commercial Real Estate Value Protection Plans Nationwide.

EquityLock Commercial to Offer Commercial Real Estate Value Protection Plans Nationwide starting October 1st, 2020. - August 19, 2020 - Steve Muehler

Victoria Kustov Earns NAR Designation in Senior Real Estate

Victoria Kustov Earns NAR Designation in Senior Real Estate

Victoria Kustov with Elite Realty Experts has earned the nationally recognized Seniors Real Estate Specialist® designation from the SRES® Council of the National Association of REALTORS®. - August 11, 2020 - Victoria Kustov, Realtor, Elite Realty Experts

BitRoyal Exchange is Back with a Big Announcement

BitRoyal Exchange is Back with a Big Announcement

Indian Digital Currency is at the peak during COVID-19 and BitRoyal Exchange, an authentic US-based cryptocurrency exchange proudly announced that they are launching soon in India with a lot of additional features. Accomplishing a wide market in the US, BitRoyal’s arrival in India is making the Indian audience more curious. Here is what the CEO of BitRoyal has to say about their launching in India and about the platform. - August 05, 2020 - BitRoyal Ltd.

Orumé Hays Elected to Local, State and National Executive Positions

Orumé Hays Elected to Local, State and National Executive Positions

Orumé Hays, CPA, CGMA, MST, has been appointed and elected to national, state and local executive positions. Ms. Hays was appointed as a member of the American Institute of CPAs (AICPA) Private Companies Practice Section (PCPS) executive committee. “PCPS partners with firms of all... - August 04, 2020 - Hays CPA

Jason Groth Earns Certified Financial Fiduciary® (CFF) Designation

Jason Groth, Advisor at Safe Harbor Solutions, has earned the Certified Financial Fiduciary® (CFF) designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary® designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first. - August 01, 2020 - Safe Harbor Solutions

Mutual of Omaha Offers EAP Customers Financial Wellness Resources Through iGrad's Enrich™

Mutual of Omaha Offers EAP Customers Financial Wellness Resources Through iGrad's Enrich™

Mutual of Omaha is now offering an interactive financial wellness platform to employees at client organizations. - July 30, 2020 - iGrad

DeFrank Named Financial Head at LTC NEWS

DeFrank Named Financial Head at LTC NEWS

Nick DeFrank will head up the accounting department at LTC NEWS, LLC, the publisher of www.ltcnews.com. The website provides news, resources, and tools for long-term care, aging, caregiving, health, and retirement planning. The site also offers many advertising and marketing opportunities for businesses wanting to reach adults 40+. - July 24, 2020 - LTC NEWS, LLC

Masternodes: An Alternative Revenue Stream Within the Blockchain Infrastructure on IndSoft Systems

Masternodes: An Alternative Revenue Stream Within the Blockchain Infrastructure on IndSoft Systems

Crypto enthusiasts must be aware of the term "masternode" within the crypto niche. Despite Masternodes being an attractive proposition for users seeking unique investment opportunities, Masternode opportunities are not widely discussed. While investors focus on earning through crypto... - July 23, 2020 - IndSoft

Ameritas Now Offering Enrich Financial Wellness Program to Employees

Ameritas Now Offering Enrich Financial Wellness Program to Employees

Ameritas is now offering an interactive financial wellness platform to empower employees. - July 21, 2020 - iGrad

Baby Boomers Are Saving Money with Help from Vegas Couple

A semi-retired Las Vegas couple is helping members of the Baby Boomer generation make better buying decisions while sharing their personal experiences in areas of finance, relationships, health, and communication. - July 19, 2020 - BoomerBuyerGuides.com

iGrad Partners with Florida International University to Provide AI-Powered Student Financial Wellness Platform

iGrad Partners with Florida International University to Provide AI-Powered Student Financial Wellness Platform

Florida International University (FIU) partners with iGrad to offer interactive financial literacy education to its 58,000 college students. - July 16, 2020 - iGrad

Downsize Your Home and Life in Any Economy or Pandemic with the Downsizing Coach, Anne Nouri, New "Downsizing Your Home & Life Radio" Show

Downsize Your Home and Life in Any Economy or Pandemic with the Downsizing Coach, Anne Nouri, New "Downsizing Your Home & Life Radio" Show

Anne Nouri announces the release of her new highly anticipated “Downsizing Your Home & Life Radio Show” and Podcast. - July 09, 2020 - The Success Corps

Gig Workers Financial Concerns Surveyed by Critical Illness Insurance Association

The freelance or gig worker economy is growing three times faster than the traditional workforce in the United States according to the American Association for Critical Illness Insurance (AACII). The organization launched its first survey of gig workers to determine financial... - July 09, 2020 - American Association for Critical Illness Insurance

Yvette A. Melendez Recognized as a Professional of the Year for 2020 by Strathmore's Who's Who Worldwide

Yvette A. Melendez Recognized as a Professional of the Year for 2020 by Strathmore's Who's Who Worldwide

Yvette A. Melendez of Austin, Texas has been recognized as a Professional of the Year for 2020 by Strathmore’s Who’s Who Worldwide Edition for her outstanding achievements and contributions in the financial field. About Yvette A. Melendez Yvette Melendez is a FEG agent at United... - July 07, 2020 - Strathmore Worldwide

Flexure Accounting Announces Rebrand, Website Launch and the Flexure Foundations(TM) Program

Flexure Accounting Announces Rebrand, Website Launch and the Flexure Foundations(TM) Program

Flexure(TM), a business financial planning Firm in Sedro-Woolley, WA, announces its launch of the Flexure Foundations(TM) Program and newly designed website. - July 06, 2020 - Flexure

Sound Auto Wholesalers Announces Free Lifetime Powertrain Warranty on Used Vehicles

Sound Auto Wholesalers Announces Free Lifetime Powertrain Warranty on Used Vehicles

Free Powertrain Warranty. Unlimited Mileage. Unlimited Time. No Deductible. All vehicles sold under 100,000 miles at time of sale (very few). Excludes Range Rovers and Porsche. Only requirement is that customer must have regular service performed at any licensed repair facility and keep copies of repair orders. On vehicles with synthetic oil, every 12 months or 10,000 miles whichever comes first. On vehicles with non-synthetic oil, every 6 months or 7.500 miles whichever comes first. - July 05, 2020 - Sound Auto Wholesalers

New Study by American Association for Medicare Supplement Insurance Examines Pennsylvania Medicare Insurance Rates

The 2020 Medicare Insurance Price Index reports prices for Pennsylvania seniors residing in Philadelphia, Pittsburgh and Allentown. Prices vary significantly reports AAMSI. - July 03, 2020 - American Association for Medicare Supplement Insurance

BJC HealthCare Now Offering Award-Winning Enrich Financial Wellness Program to Employees

BJC HealthCare Now Offering Award-Winning Enrich Financial Wellness Program to Employees

BJC HealthCare, one of the largest nonprofit healthcare organizations in the U.S., is offering personalized financial wellness education from Enrich to its 31,000 employees. - June 25, 2020 - iGrad

Telehealth Provider HealthPoint Plus Forms Strategic Partnership with the SureUp Total Wellness Platform

Partnership democratizes access to low-cost Telehealth that empowers businesses—especially small businesses—to recruit, retain, and reward employees. - June 24, 2020 - HealthPoint Plus, Inc.

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