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