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.

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.

California Medicare Supplement Insurance Costs Reported by Association

Seniors in California cities have some of the lowest costs for popular Medicare insurance coverage reports the American Association for Medicare Supplement Insurance. - June 24, 2020 - American Association for Medicare Supplement Insurance

Stanford Hospital Accused of Alleged $468 Million Dollar Healthcare Billing Fraud; DOJ Filed its Second Statement of Interest in Federal Court

Stanford Hospital Accused of Alleged $468 Million Dollar Healthcare Billing Fraud; DOJ Filed its Second Statement of Interest in Federal Court

The Department of Justice just filed a “Statement of Interest” in Federal Court in support of the false claims action (“FCA”) against Stanford Health Care (formerly Stanford Hospitals & Clinics). The case is captioned United States vs. Stanford et. al. The Complaint alleges Stanford engaged in government fraud in excess of $468 Million Dollars. - June 19, 2020 - GJLaw

Donna L. Perkins Celebrated as a Woman of the Month for June 2020 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)

Donna L. Perkins Celebrated as a Woman of the Month for June 2020 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)

Donna L. Perkins of North Kansas City, Missouri has been celebrated as a Woman of the Month for June 2020 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and achievements for over 30 years in the field of finance. Each month P.O.W.E.R. - June 17, 2020 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized

Steadfast Launches Time Synchronization Service to Assist Trading Broker-Dealer and Firm Compliance with SEC Rule 613 CAT NMS

Steadfast Launches Time Synchronization Service to Assist Trading Broker-Dealer and Firm Compliance with SEC Rule 613 CAT NMS

Steadfast, a cloud and managed infrastructure company with more than 20 years of hosting financial service organizations, has launched a new time-synchronization-as-a-service (TSaaS) that provides the infrastructure, software, and GPS/GNSS antenna systems to perform accurate timestamping in... - June 16, 2020 - Steadfast

Choice and Transparency Comes to Borrowers in South Africa with the Launch of CompareLoans.co.za

Choice and Transparency Comes to Borrowers in South Africa with the Launch of CompareLoans.co.za

In a first for South Africa, CompareLoans brings unparalleled transparency around interest rates, fees and terms in the personal finance market. - June 11, 2020 - CompareLoans.co.za

DTS Financial Group Has Now Moved to Fee Based

DTS Financial Group in Irvine, CA has now moved to a fee based practice. What is a fee based practice? Fee base means that you are charged a fee for personalized services like financial planning, retirement planning, social security planning, estate planning, and optimal retirement income planning. - May 29, 2020 - DTS Financial Group

Staxxon Receives CSC Certification for Its Folding Shipping Container

Staxxon Receives CSC Certification for Its Folding Shipping Container

Patented folding intermodal shipping container receives industry certification for use in international commerce. - May 19, 2020 - Staxxon LLC

Seattle Clinical Massage School - New Seattle Massage School

Seattle Clinical Massage School - New Seattle Massage School

Seattle Clinical Massage School is the newest massage school in the Seattle area. The Seattle Clinical Massage School program is focused on musculoskeletal assessment and rehabilitation. Seattle Clinical Massage School offers class sizes that are limited to a small number of students so that each massage school student is provided with near-private instruction. - May 19, 2020 - Seattle Clinical Massage School

1st Nations Reverse Mortgage Welcomes Ken Krajewski as Vice-President and Head of Reverse Mortgage Lending at 1st Nations Reverse Mortgage

1st Nations Reverse Mortgage Welcomes Ken Krajewski as Vice-President and Head of Reverse Mortgage Lending at 1st Nations Reverse Mortgage

1st Nations Reverse Mortgage, a division of Midwest Loan Solutions, Inc. NMLS 3042, based in Michigan, is doing business as both a retail and wholesale reverse mortgage lender throughout the U.S. 1st Nations Reverse continues to offer superior service on its reverse mortgage services by focusing on... - May 17, 2020 - University Lending Group

Family Lawyer Lydia Terrill Interviewed in Forge Wealth Management Series

Main Line family lawyer Lydia Terrill, of the law firm Vetrano | Vetrano & Feinman LLC, was recently a featured guest in the Forge Wealth Management video series Women & Wealth. Regina McCann Hess, President of Forge Wealth Management spoke with Ms. Terrill, asking questions about her... - May 08, 2020 - Vetrano & Vetrano

SelFin Partners with Innovative Assessments to Help Increase Credit Access for Indian MSMEs

SelFin Partners with Innovative Assessments to Help Increase Credit Access for Indian MSMEs

SelFin and Innovative Assessments have signed a partnership agreement to collaborate with regards to improving the financial inclusion of micro-enterprises in India using psychometric analysis. - April 24, 2020 - Innovative Assessments

A New Book Explains How Individuals Can Capitalize on, and How the Nation Can Bounce Back from, the COVID-19-Induced Economic Crisis

Albert Einstein said, “In the midst of every crisis, lies great opportunity.” A serial entrepreneur and former principal of the world-renowned ad agency, The Martin Agency (GEICO; “Virginia is for Lovers”), has released a book that explains how to begin now to take advantage of opportunities that will be created. - April 23, 2020 - The Oaklea Press

GetBucks Adds Innovative Assessments’ New Credit Scoring Technology

GetBucks Adds Innovative Assessments’ New Credit Scoring Technology

GetBucks (Pty) Ltd., part of the Finclusion Group and a South African company focusing on digital financial and insurance solutions, have signed a partnership agreement with Innovative Assessments International, Ltd. (“IA”) to promote financial inclusion and extend more credit to those... - April 15, 2020 - Innovative Assessments

Animal Trust Planning, a Company Trying to Protect Americans Animals During the Coronavirus Epidemic

Animal Trust Planning, a Company Trying to Protect Americans Animals During the Coronavirus Epidemic

Setting up a plan to protect your animals has never been easier and more necessary than right now. Animal Trust Planning has made this process quick and easy for Americans to set up an Animal Trust Planning Agreement to ensure their animals uninterrupted care for when they are no longer able to care for them. - April 14, 2020 - Animal Trust Planning

No-Cost Music Relief Funding Program Expanded by Sound Royalties for Music Royalty Rights Holders

No-Cost Music Relief Funding Program Expanded by Sound Royalties for Music Royalty Rights Holders

Zero-Cost Advance Options Available to Songwriters, Artists, Producers and Select Service Providers Through May 16 - April 14, 2020 - Sound Royalties

Author, Philanthropist Offering No-Cost Webinars on Financial Advice Amid Coronavirus

Author, Philanthropist Offering No-Cost Webinars on Financial Advice Amid Coronavirus

Author Kelly Schols offers no-cost webinars to give people hope and financial guidance during chaos fueled by the coronavirus pandemic. - April 10, 2020 - Kelly Schols, Inc.

CreditGUARD of America Announces a Free Webinar on "The Simplest Ways to Make the Best of a Financial Crisis"

April is Financial Literacy Month. CreditGUARD of America will be holding two free webinars online on 15th of April, 2020 and 30th of April, 2020 called The Simplest Ways to Make the Best of a Financial Crisis in response to COVID-19 Pandemic. The economic fallout from the coronavirus pandemic... - April 10, 2020 - CreditGUARD of America

iGrad Launches Free “Coronavirus and Your Financial Health” for Employers

iGrad Launches Free “Coronavirus and Your Financial Health” for Employers

iGrad has launched a free Enrich Financial Wellness resource for employers to help their employees manage financial challenges caused by the COVID-19 coronavirus pandemic. - April 07, 2020 - iGrad

CENTUS Stable Coin Became a Leader in Trading Volume at Stellar DEX

CENTUS Stable Coin Became a Leader in Trading Volume at Stellar DEX

CENTUS Stable Cent, issued by the English-based company Cloud Invest Ltd., became the prime coin in turnover volume on Stellar Markets (DEX) in March (source: stellar.expert). Up to date, over 35,000 holders are enrolled in the CENTUS seignorage network. Their benefits consist of seignorage, a kind of interest, that is accrued on the funds they hold on their Stellar addresses, twice a week (Tuesday and Friday). - April 03, 2020 - Cloud Invest Ltd.

iGrad Launches Free “Coronavirus and Your Financial Health” for Colleges

iGrad Launches Free “Coronavirus and Your Financial Health” for Colleges

iGrad has launched a free online financial wellness resource for colleges to help their students manage financial challenges caused by the COVID-19 coronavirus pandemic. - April 01, 2020 - iGrad

WCA is Presenting “Measuring Credit Department Performance” Webinar

During this enlightening program, Michael will examine: 1. The limitations of traditional measures of credit performance 2. The ways companies often measure credit performance today 3. Other useful and relevant measures of performance of the credit team to consider 4. How to convince your company... - March 29, 2020 - WCA/BCMA

Bankruptcy Numbers to Grow Predicts Critical Illness Insurance Director

Bankruptcies are likely to soar predicts the director of the American Association for Critical Illness insurance. Most Americans unprepared and should take time to learn more about the risk and options states AACII director. - March 27, 2020 - American Association for Critical Illness Insurance

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