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.
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
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 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, 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
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
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 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, 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 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 (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
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
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 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 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 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 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
COVID-19: Top Estate Planning Tips from Zolo
A guide to help Canadians figure out how much a death costs, whether or not an online will is sufficient, if life insurance is necessary or not, and when to review estate planning documents - March 26, 2020 - Zolo
Zolo Offers 8 Tips When Facing Mortgage Payment Problems Due to COVID-19
Landlords won’t qualify for mortgage deferral relief and many homeowners will also be shut out from this option. Here are 8 tips to help property owners to continue making their mortgage payments (and avoid default, and losing their home). - March 25, 2020 - Zolo
Sports Trading: The Market That Continues to Show Investors 3% Per Month
Sports Index: The World's Biggest Trading Exchange - March 24, 2020 - Sports Index - (Sporting Index) A Sporting Group Brand
TAG Bill Pay Wins Family Wealth Report Award for Their Outsourced Bill Pay Solution for Family Offices
Firm recognized in the Property & Household category for critical area of business ethics: the importance of paying bills on time. - March 21, 2020 - TAG
United Federation of Special Police & Security Officers: COVID-19 Legislation Must Include All American Workers, Too Many Are Being Left Out
Administration Officials and Legislators have promised no workers will lose a paycheck, yet millions are being left out of current legislation. - March 20, 2020 - United Federation of Special Police & Security Officers, Inc.
How COVID-19 is, or is Not, Impacting the Life Insurance Business and Your Ability to Obtain Coverage
As part of the panic that has consumed the world surrounding the COVID pandemic, many consumers are asking whether insurance companies are doing anything different, or perhaps, postponing the ability of consumers to obtain life insurance, for general pandemic related reasons. When a worldwide... - March 17, 2020 - AccuQuote
Sound Royalties Announces $20 Million Fund to Provide Music Creators No-Cost Financing Through April 16
Company Offers Zero-Cost Funding to Songwriters, Artists and Producers - March 16, 2020 - Sound Royalties
Payment Depot Named by topcreditcardprocessors.com as Best Credit Card Processor for March 2020
The independent authority on merchant services, topcreditcardprocessors.com, has named Payment Depot the top-rated credit card processing company for the month of March 2020. Each month thousands of merchant service providers are put to the test to determine which offer consistent payment... - March 12, 2020 - topseos.com
Kennedy Berg LLP Wins the Appointment of a Receiver Over the Business and Property of The Law Offices of Jonathan S. Resnick & Perry A. Resnick
Kennedy Berg LLP secured the appointment of a receiver to take possession of the businesses and property of three Maryland-based law firms, The Law Offices of Jonathan S. Resnick, LLC, The Law Offices of Jonathan S. Resnick, PLLC and The Law Offices of Perry A. Resnick, LLC on behalf of specialty funder KrunchCash, LLC. - March 11, 2020 - Kennedy Berg LLP
10 Best Debt Relief Companies for 2020 Revealed by TrustedCompanyReviews.com (Also See Biggest Misconceptions, Complaints & Downsides)
TrustedCompanyReviews.com (TCR) has released the Top 10 Debt Relief Companies For 2020. TCR is one of the oldest review companies in the world, reviewing all types of businesses. TCR also shares insight into the most common complaints against debt relief companies and provides clarification on the biggest misconceptions that consumers have about debt relief programs. - March 04, 2020 - Trusted Company Reviews
Experienced Financial Planner Launches Lakeman Financial to Better Serve Clients
Asa J Lakeman, CFP®, CFS (Certified Fund Specialist) is pleased to announce the formation of Lakeman Financial. Asa brings with him nearly two decades of experience helping businesses and families pursue their financial goals. Asa has achieved the Certified Fund Specialist and Certified... - February 29, 2020 - Lakeman Financial
Cal Coast Credit Union Opens Newest Branch in University City
California Coast Credit Union has opened its 26th branch in San Diego's University City Neighborhood. A Grand Opening will be held Feb. 29 from 10am to 1:30pm with food, fun and prizes. - February 20, 2020 - California Coast Credit Union
New Website, LivingAStarbucksLifestyle.com, Guides Millennials on Living a Starbucks Lifestyle on a Dunkin’ Donuts Budget
Millennials (broadly defined here as those in their 20s and 30s) want to enjoy the best things in life as much as everyone else. Yet, their earning potential is typically less than those of older generations. Frequently saddled with high student loan debt, Millennials need to find ways to live... - February 16, 2020 - Luis Gonzalez
Jack Nicklaus Residence Club Delivers Good Economics for Vacationing Families with Alistair Brown International Real Estate Partnership
The Jack Nicklaus Residence Club (JNRC) announces its partnership with expert advisors in the global property industry, Alistair Brown International Real Estate (ABIRE). The Jack Nicklaus Residence Club is the originator of the Income Producing Residence Club. A vacation club model that allows families to travel and enjoy amazing locations, while earning income when not in use. - February 15, 2020 - ResClub
TAG Bill Pay Wins Private Asset Management (PAM) Award for Best General Ledger System for Family Offices
Firm recognized for rapid client growth by capitalizing on a gap in the marketplace for back-office accounting services for the ultra-high-net-worth and family office space - February 15, 2020 - TAG
Consumers Not Aware That Long-Term Care Insurance Costs Vary by Health
The latest data from the 2020 Long-Term Care Insurance Price Index reveals the importance of health when applying for coverage. The American Association for Long-Term Care Insurance's study compares prices for 65-year olds with different health status. - February 15, 2020 - American Association for Long-Term Care Insurance
Donna L. Perkins Honored as a Woman of the Month for January 2020 by P.O.W.E.R (Professional Organization of Women of Excellence Recognized)
Donna L. Perkins of North Kansas City, Missouri has been honored as a Woman of the Month for January 2020 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and achievements in the field of finance. Each month P.O.W.E.R. features women to... - February 13, 2020 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized
Colorado Workforce Development Council Launches iGrad’s Enrich Financial Wellness Platform for Colorado Workers
The Colorado Workforce Development Council (CWDC) has launched a new online and mobile financial wellness resource in partnership with iGrad, which is free for incumbent retail, hospitality, and food and beverage workers as part of the state’s Lives Empowered initiative. - February 12, 2020 - iGrad
The College Investor Highlights Over 80 Ways to Get Student Loan Forgiveness
The College Investor has released their 2020 guide to student loan forgiveness programs - finding over 80 federal and state options for borrowers seeking relief for their student loan debt. - February 10, 2020 - The College Investor
Introducing the All-New AI-Powered Personal Finance and Financial Wellness App by Chango for Empowering Canadians to Make the Right Life Decisions
Chango is a free personal finance and financial wellness app designed exclusively for Canadians. Chango uses artificial intelligence for personalisation budgeting tips for individuals according to their spending habits. Chango app will be available in the Google Play Store and App Stores soon. - January 31, 2020 - Chango
Gary Williams of Williams Asset Management Named in Forbes’ Best-in-State Wealth Advisors List for 2020
President and Founder of Williams Asset Management, Gary Williams, has been named as one of Maryland's "Best-in-State" Wealth Advisors by Forbes’ for 2020. - January 26, 2020 - Williams Asset Management
The Honors of Inequality: Why Colleges Work for Some and Not for Others
Honors of Inequality: How Colleges Work for Some, the latest work from historian Joseph H. Wycoff, Ph.D, delves into the origins and key contributions to the scholarship about American higher education during the last half of the twentieth century. - January 24, 2020 - Historia|Research
FTMarkets Trading Platform Has Officially Launched in Vietnam
Now Vietnamese people can use FTMarkets to download applications and conduct foreign exchange transactions. - January 10, 2020 - FTMarkets
The College Investor Highlights the Best Free Tax Software of 2020
While most tax software companies advertise free tax software, the reality is that most people don’t qualify for the free tier. However, the annoying part is most consumers don’t discover they don’t qualify until they’ve spent 30-45 minutes entering their information, only to be told that “this scenario requires an upgrade to Deluxe or Premier” versions - for a fee. The College Investor analyzes all the major tax software programs to find which ones offer the most robust free file options. - January 06, 2020 - The College Investor
The College Investor Ranks the Best Tax Software of 2020
The College Investor, one of the most read personal finance websites, reaching over 3 million people per month, has come out with their 2020 comprehensive guide to The Best Tax Software for consumers. This year includes best free file, best software for investors, and more. - January 02, 2020 - The College Investor
The Palm Beach Hedge Fund Association Announces a Partnership with the Palm Beach Symphony
The Palm Beach Hedge Fund Association (PBHFA.org) and the Palm Beach Symphony have announced a partnership, creating opportunities for members to experience one of South Florida’s major cultural institutions during this landmark season that has seen record-breaking ticket sales and unprecedented donor enthusiasm and support. - December 29, 2019 - Palm Beach Hedge Fund Association
Melissa Levin Insurance Reveals What Medicare-for-All Won't Cover
Medicare for All has become a huge talking point for the 2020 presidential candidates. But don't let the name fool you; not everything is covered. Long Term Care is a type of insurance that is essential given the rise in healthcare costs. Set up a free consultation with Melissa to discover your options regarding long term care. - December 19, 2019 - Melissa Levin Insurance
Miami/Memphis Advisory Groups Announce Merger
MAS Advisors, LLC, a Miami investment advisory firm, has announced the completion of the merger of the business and operations of Memphis-based Wealth Strategies Group, Inc. (WSG), which will operate as a Division of MAS Advisors. WSG will be led by Charles Auerbach, who has deep experience in the... - December 13, 2019 - MAS Advisors, LLC