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.
Seizing the Opportunity of Fed Rate Cuts: VinceTrust Builds the SOL Gold Growth Portfolio, Opening New Wealth Pathways for Global Investors
Global markets are entering an unprecedented turning point, with rising expectations of Fed rate cuts, gold and core assets regaining focus, and global stock markets entering positive territory. For investors, this is not just a market trend, but also a crucial window to reposition wealth growth. - December 17, 2025 - Vince Trust
UK Financial Ltd Appoints Alexes Crespo as Chief Financial Officer
UK Financial Ltd strengthens its leadership with Alexes Crespo as CFO as the company moves closer to becoming the world’s first fully compliant tokenized ecosystem. - December 10, 2025 - UK Financial Ltd
Existing-Home Sales Expected to Rise 14% in 2026 — Despite December Slowdown, Heartland Buys Continues Delivering Fast Cash Offers Before the Holidays
While many traditional buyers step back during the holiday months, Heartland Buys, a leading Gulf Coast cash home buyer, continues providing homeowners with fast, reliable cash offers to help them sell their house quickly — even before the holidays. - December 03, 2025 - Heartland Buys
Black Financial Advisor Warns "Beware the Merchants of Debt!"
Certified Financial Planner Jayson Thornton warns the Black community to "Beware the Merchants of Debt." Problematic consumer debt disproportionately affects Black Americans, even those with higher incomes. Thornton highlights two threats: Debt Traps: High-interest loans from pay-advance apps (up to 383% APR) and short-term lenders (200%–500% APR) which keep consumers paying fees. Fake Gurus: Scams using unrealistic guarantees, high-pressure tactics, pyramid structures, and hidden fees. - December 01, 2025 - Pocket Watcher LLC
Heartland Buys Releases New Report on How Current Mortgage Rates Are Impacting Homeowners and Cash Buyers in 2025
Heartland Buys, a leading real estate investment company helping Gulf Coast homeowners sell their house for cash, today released new insights into how historically high mortgage rates are reshaping the housing market for both sellers and cash buyers. - November 19, 2025 - Heartland Buys
Bryson Financial Announces Expansion with New Newport Beach Office
Bryson Financial, a trusted insurance, benefits, and wealth management company serving private equity firms, is proud to announce the opening of its expansion office in Newport Beach on December 1. - November 19, 2025 - Bryson Financial
Breakwater Accounting & Advisory Launches Dedicated Private Client Segment
Breakwater Accounting & Advisory is excited to announce the official launch of its Private Client Segment, a specialized division designed to serve high-net-worth individuals, family offices, and closely held entities with a tailored, confidential, and comprehensive approach to financial... - November 12, 2025 - Breakwater Accounting + Advisory
Fundraising Effectiveness Project Data for Q2 2025 Shows Increases in Dollars Raised, Suggesting Potential Donor Growth Stability
Q2 2025 fundraising data from the Fundraising Effectiveness Project (FEP), released today, shows an increase of 2.9% in total dollars raised by nonprofits compared to 2024 levels, driven largely by larger gifts. Despite the rise in total dollars, the number of donors declined by 1.9%... - October 30, 2025 - GivingTuesday
The Resource Center Insurance Services Partners with Cincinnati Insurance Company to Enhance Personal Lines Insurance Offerings
The Resource Center Insurance Services has partnered with Cincinnati Insurance Company to expand personal lines insurance in Southwest Missouri. This collaboration provides clients with more comprehensive coverage and highlights both companies' commitment to personalized service and strong customer relationships. - October 27, 2025 - The Resource Center, Inc.
TruDecision and Odessa Announce Strategic Partnership to Drive Lender Success
TruDecision Inc., a leading credit risk analytic solutions provider, announced it has entered into a partnership with Odessa Technologies, Inc. (Odessa), a leading global provider of asset finance software to deliver an integrated AI-based solutions platform through their existing loan origination... - October 10, 2025 - TruDecision Inc.
New Book Empowers Women to Take Control of Their Finances: "Smart Money Moves for Women"
New book release: "Smart Money Moves for Women" empowers women to take control of their finances & build wealth with confidence. - October 07, 2025 - B&M Financial Management Services, LLC
Crown Heights Market Report. Valerie Sebbag Reports that Crown Heights home market continues its strong growth in 2025.
Discover the latest developments in Crown Heights real estate as Valerie Sebbag and 555 Properties LLC showcase market trends, investment opportunities, and premium home sales. Stay informed with insights from a trusted local expert driving growth and activity in the Brooklyn community. - September 30, 2025 - 555 Properties LLC
RockToken Launches Cloud-Based Blockchain Infrastructure and RockCoin Utility Token Presale
Rocket Finance Limited, the company behind RockToken, has unveiled a cloud-based blockchain infrastructure platform and announced the presale of its native utility token, RockCoin. The new platform provides scalable computing resources that remove barriers such as costly hardware and technical complexity, making decentralized participation more accessible. RockCoin underpins the ecosystem by granting access to services and supporting future governance features. - September 29, 2025 - RockToken
Dick Bransford Joins Team at Merit Investment Bank as Managing Director
McGavock Dickinson (“Dick”) Bransford, CM&AA joins as Managing Director at Merit Investment Bank. Dickinson Bransford is a trusted investment banker with over two decades of M&A and capital markets experience, advising technology-driven and innovation-focused companies across... - September 21, 2025 - Merit Investment Bank
AltQuick.com Announces Continued Support for Bitcoin Testnet 3 Trading Amid Testnet 4 Launch
AltQuick.com, a Bitcoin-based altcoin exchange in Dover, DE, will continue supporting Bitcoin Testnet 3 trading as long as it’s safe, despite Testnet 4’s launch. As the only exchange offering Testnet markets, it allows trading from older Testnet versions to the latest. The platform’s no-KYC swap tool and free crypto faucet aid developers in testing across both networks, ensuring flexibility and innovation. - September 07, 2025 - AltQuick.com
EvaFi Reveals Hidden Costs of Credit Card Minimum Payments
EvaFi reveals the hidden costs behind minimum credit card payments and what consumers need to know. - September 03, 2025 - Evafi
Stokes Family Office Welcomes Daniel Becker as Managing Director
Stokes Family Office, LLC, an SEC-registered investment adviser and a leading wealth management firm serving families and businesses throughout the country, is pleased to announce the addition of Daniel Becker as Managing Director and Wealth Advisor, Dallas. In this role, Becker will open... - August 31, 2025 - Stokes Family Office
EvaFi Launches Revolutionary Loan Matching Platform to Help Consumers Find Better Loans for Better Living
EvaFi (NMLS #2589975), an innovative fintech company looking to transform the consumer lending landscape, today announced the launch of its intelligent loan-matching platform designed to democratize access to affordable financing options. - August 29, 2025 - Evafi
Charles L. Cooper Chosen as Top Executive for 2025 by Strathmore’s Who’s Who Worldwide
Charles L. Cooper of Greeley, Colorado has been chosen as Strathmore’s Who’s Who Worldwide’s Top Executive for 2025. This distinguished honor was awarded to him for his outstanding contributions and achievements in the field of finance and retirement planning. About Charles L. - August 20, 2025 - Strathmore Worldwide
Alamin Abdul-Hakim Selected as a VIP for 2025 by Strathmore's Who's Who Worldwide Publication
Alamin Abdul-Hakim of Albany, New York, has been selected as a VIP for 2025 by Strathmore's Who's Who Worldwide for his outstanding contributions and achievements in finance/small business and real estate investment. About Alamin Abdul-Hakim Alamin Abdul-Hakim is the chief executive officer of... - August 15, 2025 - Strathmore Worldwide
“Max and the Growing Money Tree” Children’s Book Helps Teach Kids To Save, Invest Money At Any Early Age
“Max and the Growing Money Tree” is the new children’s book written by tennis executive and personality Randy Walker designed to start to teach kids the importance of saving and investing money consistently and at an early age. The book was also created as a fundraiser for the... - August 14, 2025 - TennisGrandstand, LLC
Secure Investment Management Ranks #158 on the 2025 Inc. 5000 List of America’s Fastest-Growing Private Companies — A 78% Leap in National Ranking
Secure Investment Management ranked #158 on the 2025 Inc. 5000 list of America’s fastest-growing private companies, #4 in Arizona, and #14 in Financial Services, with a 2,477% three-year growth rate. This marks SIM’s second consecutive year on the list and the second company Founder & CEO Josh Mellberg has led to this achievement. - August 13, 2025 - Secure Investment Management
Veteran’s 34-Year-Old Software Quietly Wipes Out $114M in Debt
Veteran-built software ZilchWorks has helped over 16,000 people eliminate $114 million in debt without loans or gimmicks. Founded in 1990 by U.S. Marine Michael Riley, the software offers a simple, proven plan to pay off debt faster using the money people already have. As credit card debt hits record highs, ZilchWorks provides a powerful alternative to the minimum payment trap keeping Americans stuck. - July 28, 2025 - ZilchWorks
Bob Williams of Williams Wealth Management, Featured Panel Speaker at Orion Ascent Conference in San Diego, CA
Bob Williams, a fiduciary wealth manager and President of Williams Wealth Management in Cary, NC, was honored to serve as a featured panelist at the 2024 Orion Ascent Conference, held on March 13 in San Diego, California. Bob brought his decades of investment and financial planning experiences to... - July 24, 2025 - Williams Wealth Management
Owner.One Launches Global International Will and Testament to Empower Cross-Border Wealth Transfer
Owner.One introduces a secure International Will and Testament Tool recognized in 169 countries, helping global families manage inheritance across borders. - July 23, 2025 - Owner.One
Jacobson Equities Acquires Warehouse and Factory, Premier Student Housing Community Adjacent to Texas A&M University
Jacobson Equities, a Los Angeles based real estate sponsor, has acquired Warehouse and Factory, a premier student housing community adjacent to Texas A&M University. - July 22, 2025 - Jacobson Equities
B&M Financial Launches Smart Money Moves to Help People Control Money
Smart Money Moves Coaching helps you take control of your money with expert group coaching. - July 08, 2025 - B&M Financial Management Services, LLC
Former MLB CFO, Jonathan Mariner, Joins Harbinger Sports Partners as GP
Harbinger Sports Partners Fund I, LP, the $750 million private equity fund focused on minority investments in major U.S. professional sports franchises, led by industry heavy weights Mark Cuban, Steve Cannon and Rashaun Williams, proudly announces the appointment of Jonathan Mariner as General... - July 07, 2025 - Harbinger Sports Partners
Owner.One Launches Free Source of Wealth (SoWE) Template to Strengthen Intergenerational Wealth Transfer Strategies
Owner.One, the digital repository platform redefining wealth transfer through self-acting algorithms and blockchain-backed infrastructure, has officially released a free Source of Wealth (SoWE) template tailored for high-net-worth individuals (HNWIs) and their families. This exclusive template,... - July 06, 2025 - Owner.One
Michael Battalini, CEO of Pittsburgh Wealth Management Group, Featured on The Claudio Reilsono Podcast
Michael Battalini, CEO of the Pittsburgh Wealth Management Group, former athlete and coach, and current board member of the National Italian-American Sports Hall of Fame, was recently interviewed on The Claudio Reilsono Podcast where he opens up about his childhood and the formative experiences that shaped his competitive spirit and leadership style. - July 02, 2025 - The Pittsburgh Wealth Management Group
Bob Williams Celebrates 30 Years as a Certified Insurance Counselor (CIC®)
Bob Williams, the President of Williams Wealth Management, in Cary, North Carolina, celebrates his 30th anniversary of holding the Certified Insurance Counselor (CIC®) designation as of June 10, 2025. - July 02, 2025 - Williams Wealth Management
Coalition for Annuity Awareness Collaborates to Strengthen Annuity Education, Awareness and Access
Efforts aim to reach a growing number of consumers, annuity professionals and policymakers nationwide - June 20, 2025 - NAFA, National Association for Fixed Annuities
Yolk Life Insurance Launches in Michigan, Ushering in a Bold New Era of Modern Financial Protection
Yolk Life Insurance launches in Michigan, offering modern life insurance solutions with personalized financial roadmaps and living benefits. Founded by Tim Allen and Adam Szlamkowicz, Yolk Life is on a mission to make insurance accessible and empowering for today’s families and professionals. Now serving Michigan, Texas, and Florida. - June 15, 2025 - Yolk Life Financial
Hypatia Announces Launch of New Hypatia Women CEO Index℠
Index Designed to Measure Performance of Companies Led by Female Chief Executive Officers - June 05, 2025 - Hypatia Capital
Breaking the Bank: New White Paper Proposes Tax Credit Model to Transform Small Business Transitions
As the U.S. faces a tidal wave of small business ownership transitions, a new white paper from Polymath Partners offers a bold solution to a growing economic challenge. “Breaking the Bank: How Innovative Tax Credits Can End SBA Dependency and Ignite the Small Business Economy” proposes a novel, revenue-neutral policy aimed at empowering sellers, expanding access to capital for buyers, and reducing reliance on SBA-guaranteed loans. - May 29, 2025 - Polymath Partners
Cris Cyborg to Appear at Bitcoin 2026 Conference
17X MMA World Champion and undefeated, top 10 ranked professional Boxer Cris Cyborg will appear as a guest speaker at the 2026 Bitcoin conference. - May 26, 2025 - Cris Cyborg
New Date: Waitlist Opens for Housing Programs in Chester County for First Time in Twelve Years
For the first time in 12 years, the Housing Authority of Chester County will reopen waitlists for Public Housing and Housing Choice Vouchers on May 15, 2025, from 9 a.m. to 6 p.m. Eligible residents can apply online at www.haccnet.org for access to affordable housing options. Early preparation is encouraged; submission does not guarantee housing but secures a spot in the applicant pool. - May 13, 2025 - Housing Authority of Chester County
Moneyfest with Your Sixth Sense Summit Helps Spiritual Seekers & Women Heal Money Wounds, Tap Intuition & Manifest Abundance Without the Hustle
Join the virtual Moneyfest Summit (May 12–16) to clear money blocks, trust your sixth sense, and manifest abundance that sticks—with 25+ experts, live sessions & a vibrant Facebook group. - May 07, 2025 - Vaishali Nikhade
iRizq.com Launches as a Gateway to the Ummah Economy: Empowering Halal Businesses and Ethical Earning for All
iRizq.com is now live, a platform supporting halal businesses and ethical earning through the Ummah Economy. It offers tools for business growth, financial literacy, and a premium directory for greater visibility. Open to anyone committed to ethical practices, it also features a free eBook: Ummah Economy: A Game Changer for Muslim Communities. - May 06, 2025 - iRizq Corporation
CAI Community Unveils Advanced AI Trading Algorithms with Alaric Bennett’s Vision to Revolutionize Investment Decisions
CAI Community, founded by Alaric Bennett, introduces advanced AI trading algorithms designed to help investors make smarter, data-driven decisions. The new tools offer real-time market analysis, personalized insights, and optimized trading strategies, empowering users to optimize their investment portfolios. - April 29, 2025 - CAI Community
George E. Mastrogiorgis Named a Lifetime Achievement Honoree by Strathmore's Who's Who Worldwide Publication
George E. Mastrogiorgis of St. Paul, Minnesota, has been honored with a Lifetime Achievement Award by Strathmore's Who's Who Worldwide for his outstanding contributions and achievements in financial management. About George E. Mastrogiorgis George E. Mastrogiorgis is the principal at GEM Capital... - April 29, 2025 - Strathmore Worldwide
Liberalalliance Wealth Society Expands Multilingual Curriculum Under the Leadership of Maxwell Caldwell
Liberalalliance Wealth Society introduces a multilingual curriculum expansion to support regional investment learning and promote inclusive financial education across global markets. - April 24, 2025 - Liberalalliance
Intertwined Unveils "Stronger Together" Promotion, Providing Free Personal Finance and Budgeting Curriculum and Simulations for K-12 and Higher Education Institutions
Intertwined just launched free access to their award-winning personal finance curriculum, budgeting simulator, and more - for the entire 2025-2026 school year. As financial pressures mount across K-12 and higher education, they're offering support where schools need it most. The initiative removes financial barriers by offering immediate, no-cost access to their core educational tools, supporting schools with flexible solutions and measurable classroom impact. - April 20, 2025 - Intertwined
Maven Advisory Unveils New Brand Identity and Partners with FedFis to Empower Early-Stage FinTech Founders
Maven Advisory has launched a new brand identity and is partnering with FedFis to help early-stage fintech founders build smarter go-to-market strategies. Led by Angi Milano and powered by FedFis data, Maven Advisory delivers strategic guidance and real-time insights to support sustainable growth and avoid common startup pitfalls. - April 18, 2025 - Maven Advisory
Navivision Wealth Society Expands Power of Dreams Initiative Globally Under Austin Caldwell’s Leadership
Navivision Wealth Society has announced the international expansion of its Power of Dreams initiative, bringing long-term educational support to underserved communities through infrastructure development, digital resources, and local engagement. - April 17, 2025 - Navivision Wealth Society
Waitlist Opens for Housing Programs in Chester County for First Time in Twelve Years
Housing Authority of the County of Chester (HACC) is reopening its waitlists for Public Housing and the Housing Choice Voucher Program for one day, beginning May 1, 2025, at 9 a.m. and ending at 6 p.m. - April 17, 2025 - Housing Authority of Chester County
MoolaX Launches Simplified Financial Platform for Solopreneurs, Empowering Creators with Easy Profit Tracking and Insights
MoolaX Launches Unified Income Dashboard for Solopreneurs, Offering Real-Time Financial Clarity Across Multiple Payment Platforms. MoolaX simplifies financial tracking for solopreneurs juggling multiple income streams. By consolidating payments, cash flow, and insights into a single visual dashboard, the platform helps entrepreneurs stay on top of their business performance — without the overwhelm of traditional accounting tools. - April 03, 2025 - MoolaX
Summerlin Dental Solutions Offers New Financing Options
Summerlin Dental Solutions now offers stress-free financing for your dental care with HFD. - April 03, 2025 - Summerlin Dental Solutions
OilDash Introduces Buy Now, Pay Later Option for Oil and HVAC Services, Marking a First in the Industry
On April 4, 2025, OilDash will roll out its new Buy Now, Pay Later feature, offering flexible payment plans for heating oil, HVAC, and burner services. Founded in 2019 by Joel Cineas, OilDash aims to simplify access to essential home services and ensure fast payouts to providers. Backed by strong investors, the platform is positioned as one of the first in its industry to introduce consumer financing at scale. - March 27, 2025 - OilDash Inc.
OilDash Introduces Buy Now, Pay Later Financing for Oil, HVAC, and Burner Services
OilDash, a platform supporting the oil and HVAC industries, has announced a new financing feature that will allow customers to purchase heating oil, HVAC services, and burner equipment upfront and pay over time. This new option, launching on April 4, 2025, aims to provide greater financial flexibility to consumers and businesses, particularly during the colder months when heating costs can be a significant burden. - March 13, 2025 - OilDash Inc.