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.
Power Your Job Search with Mental Wellness Guide Created by the Adam Project Org
Millions of people are searching for a new job. Naturally, an emotional part of the journey is the anxiety and depression that can accompany the search. So many unknowns. So many stressors. Argggggggghhhhhhhhh. It doesn't have to be that way. Their new guide provides tips and resources for all parts of the journey including: The Job Hunt, Interviewing, The Offer, Lay-offs and Terminations, Burnout, Search Tips, and Recommended Resources. Something for everybody. Written by volunteers. - September 19, 2024 - The Adam Project
Introducing "Your Divorce™": A Divorce Process with All-Inclusive Solutions, Opening Soon in Katy, TX
Your Divorce™ helps couples create a settlement that best suits their needs ... at a fraction of the cost. - September 16, 2024 - Your Divorce
Onqix Revolutionizes Trading: Commission-Free, Subsecond Algorithmic Trading for All
Onqix today announced the launch of its groundbreaking trading platform, designed to democratize access to sophisticated algorithmic trading tools and help more people build financial security. Just as innovative companies revolutionized money management and private equity, Onqix is democratizing access to advanced trading strategies - completely commission-free. - August 28, 2024 - Onqix
Rosé & Real Estate Event to Empower Women Through Real Estate Investment
Rosé & Real Estate, scheduled for September 22, 2024, in Chicago, is an exclusive event designed to empower women through strategic real estate investments. The event will feature advanced investment strategies, networking opportunities, and insights from industry experts. With plans to expand to three additional cities next year, Rosé & Real Estate aims to be a significant event in women’s wealth-building. - August 27, 2024 - Zena Dixon
Prism Tax & Accounting Services Welcomes Jennifer L. Kammeyer, CPA
Prism Tax & Accounting Services Welcomes Jennifer L. Kammeyer, CPA, to Anacortes Team - August 26, 2024 - Prism Tax and Accounting Services, LLC
Karen E. West Honored with a Distinction Award for Fall 2024 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)
Karen E. West of Rehoboth Beach, Delaware has been honored with a Distinction Award for Fall 2024 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and achievements in the field of finance. About Karen E. West With over 40 years of... - August 22, 2024 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized
Williams Asset Management Named Winner of the 2024 Baltimore Sun’s Best of Baltimore Award for the Second Year in a Row
Williams Asset Management is proud to announce that it has been named the 2024 Baltimore Sun’s Best of Baltimore Award winner. This recognition marks the second consecutive year that Williams Asset Management has received this honor, solidifying its position as a leading financial services... - August 19, 2024 - Williams Asset Management
KardoAI Launches Innovative App to Help Users Maximize Credit Card Rewards
KardoAI has launched an app to help users maximize credit card rewards, now available in the USA and UAE on iOS and Android. The app offers personalized card recommendations, merchant search, and rewards tracking, ensuring users get the most value from their cards. As part of the NVIDIA Inception Program and Google for Startups Campus, KardoAI leverages advanced AI to transform how consumers interact with credit card rewards, making every purchase count globally. - August 17, 2024 - KardoAI Inc
Apiria Finance Leads with Robust Technological Advancements and Enhanced Fraud Prevention in Home Improvement Lending
Apiria Finance introduces an enhanced Loan Origination System and strengthened fraud prevention to improve efficiency and security in home improvement lending. By addressing key issues highlighted in recent industry reports, Apiria aims to refine lending processes and safeguard transactions, solidifying its role in the financial services sector. - August 15, 2024 - Apiria Finance
Cautious Optimism in Q1 2024 But Reliance on Large Donors Still a Problem
Q1 fundraising performance indicates that the social sector has reverted to the trends seen in 2021 and 2022 of large donors driving growth in the sector. Compared to the same quarter last year, when major donors drove an outsized decline in dollars and donor retention, this group is now... - July 30, 2024 - GivingTuesday
GivingTuesday Data Commons Lookback Report: Individual Giving Anchors the Nonprofit Ecosystem, Even in Times of Growing Polarization
2023 edition of Data Commons’ annual Lookback Report, The Giving Bridge, highlights global giving trends and actionable insights. - July 23, 2024 - GivingTuesday
Charles L. Cooper Chosen for a Lifetime Achievement Award by Strathmore’s Who’s Who Worldwide
Charles L. Cooper of Greeley, Colorado has been chosen for a Lifetime Achievement Award by Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the field of finance and retirement planning. About Charles L. Cooper Charles L. Cooper is the owner... - July 17, 2024 - Strathmore Worldwide
Moat Title Security Co. Launches a Unique Document to Protect Homeowners from Squatters
Moat Title Security Co., a new and innovative leader in providing property title protection services, today announced the launch of a new document designed to protect property owners from the growing threat and risk of squatters. The new document, called the Notice of Occupancy (“NOO”),... - July 12, 2024 - Moat Title Security Co.
Williams Asset Management Unveils a Dynamic Rebrand, Including a New Logo, Color Palette, and Website
Williams Asset Management, a leading investment firm in Columbia, Maryland, is proud to announce the launch of its rebranding initiative. This significant initiative marks a step forward for the company and includes the introduction of a new logo, a fresh color palette, and a redesigned website,... - June 28, 2024 - Williams Asset Management
OTC-GEMSF Acquires Historic Rare Earths Project with Reported 226 g/t Gallium, 2.38% Neodymium and 0.93% Gadolinium, Seeks North American Government Funding
OTC listed symbol GEMSF, Infinity Stone Ventures Corp., acquires 100% interest in Historic rare earths project in Quebec with reported 226 g/t Gallium and 0.93% Gadolinium. - June 21, 2024 - infinity Stone Ventures Corp
Reviews Are in: Tony Robbins and Dean Graziosi Team Up to Provide Access to Their Brand New Gold-Standard Mastermind Business System
The all-encompassing Mastermind Business System is a first of its kind system, designed to empower individuals to build, launch, and scale thriving businesses from anywhere in the world. - June 14, 2024 - Mastermind.com
New GivingPulse Report Shows Generosity Remains Steady in Q1 After a Strong End of Year in 2023
New evidence-based report from GivingTuesday captures giving behavior across the US. - June 13, 2024 - GivingTuesday
Passive Storage Investing Celebrates Acquisition of Westerville, OH Project
Passive Storage Investing has acquired the Peoples Choice Storage Westerville project, a key addition to their portfolio. Located near Intel's new $20 billion factory, this facility promises investors a 19% targeted IRR and a 20% projected annual return. This acquisition aligns with their strategy to target high-growth markets. - June 11, 2024 - Self Storage Investing
KIRON.AI Launches Book “NEOBANK Navigating the Future of Banking” by Author and Bank Owner Ronald Ingram
KIRON.AI, a Henderson, Nevada-based AI Health & Wealth company launches “NEOBANK Navigating the Future of Banking,” a groundbreaking book exposing the history and predicting the future of banking from author Ronald Ingram’s perspective as a bank owner, historian, futurist and polymath. The company KIRON.AI employs artificial intelligence (AI) to discover, uncover, develop and deploy protocols, tools and information to enhance human wealth and health preservation and generation. - June 11, 2024 - Kiron.AI
Deschutes Investment Consulting Advisor Phil Sherman Wins National Award for Outstanding Plan Participant Service
Deschutes Investment Consulting is thrilled to announce that Phil Sherman, CFP®, CPFA®, NQPC™ one of our distinguished advisors, has received a national award for his exceptional service to 401(k) plan participants. This prestigious accolade, presented by Planadviser, acknowledges Phil's dedication to delivering outstanding education and support to retirement plan participants. - June 06, 2024 - Deschutes Investment Consulting, LLC.
Get Your Free Ticket to the 3-Day "The Game Has Changed Event" with Tony Robbins, Dean Graziosi and Special Surprise Guests
Free virtual live event “The Game Has Changed” hosted by mastermind.com starting Thursday, June 13 through Saturday, June 15 will provide attendees with a new set of rules, tools and strategies to realize success in 2024 and beyond. - May 31, 2024 - Mastermind.com
Charles L. Cooper Honored as a Professional of the Year for 2024 by Strathmore’s Who’s Who Worldwide
Charles L. Cooper of Greeley, Colorado has been recognized as a Professional of the Year for 2024 by Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the field of finance and retirement planning. About Charles L. Cooper Charles L. Cooper is... - May 31, 2024 - Strathmore Worldwide
Gary S. Williams of Williams Asset Management Attended Prestigious Chairman’s Retreat in Charleston
Williams Asset Management is pleased to announce that Gary S. Williams CFP®, CRPC®, AIF®, owner and principal of the firm, recently attended the esteemed Chairman’s Retreat, held at the luxurious Hotel Bennett in Charleston, South Carolina. This 3-day retreat was an exclusive,... - May 19, 2024 - Williams Asset Management
MyAnyDayCash Launches Enhanced Digital Platform to Streamline Personal Loan Access
MyAnyDayCash announces significant upgrades to its online lending platform, designed to expedite and simplify the process of obtaining personal loans. With a focus on user-friendly services and rapid loan approvals, MyAnyDayCash commits to empowering customers with fast, secure, and tailored financial solutions, enhancing their ability to manage unexpected expenses and financial planning with confidence and ease. - May 14, 2024 - MyAnyDayCash
Debt Recovery Reimagined: PaymentVision’s Digital Solutions Drive Industry Success
Collaboration in Action: Debt Collection in the Digital Age Webinar - May 07, 2024 - PaymentVision
Estate Legal Network Expands Its Partner Referral Program Nationally
Estate Legal Network announces the launch of its newly redesigned online legal services platform. In addition, Estate Legal Network has partnered with some of the best and brightest estate attorneys from all over the U.S. This means streamlined estate services, better efficiency, and special rates... - April 27, 2024 - Estate Legal USA
Stephan Micklos Receives Global Sports and Entertainment Director Designation
Morgan Stanley announced today that Stephan Micklos, a Financial Advisor, Senior Vice President, in the Firm’s Wealth Management office in Holladay, Utah has been named a Global Sports and Entertainment Director as part of Morgan Stanley’s Global Sports & Entertainment division. - April 26, 2024 - The Micklos Group at Morgan Stanley
Funding Souq Receives License from The Saudi Central Bank “SAMA” to Operate Debt Crowdfunding Platform in the Kingdom of Saudi Arabia
Funding Souq, SMEs financing & investment platform , is thrilled to announce that it has obtained a license from the Saudi Central Bank (SAMA) to operate its debt crowdfunding platform in the Kingdom of Saudi Arabia. - April 26, 2024 - Funding Souq
SavMoney.com Introduces HomeDollars, a Cash Rewards Program That Can Help Consumers Save Towards a Down Payment to Buy House
HomeDollars is an innovative new cash rewards currency that works in parallel to airline miles and points rewards programs allowing consumers to earn both airmiles/points plus HomeDollars which they can redeem towards cash for their downpayment. - April 22, 2024 - SavMoney.com
Gary S. Williams of Williams Asset Management Honored in Forbes Best-In-State Wealth Advisors List for 2024
Williams Asset Management, an independent investment and financial planning firm in Howard County, Maryland, announced that its, CEO and President Gary Williams, CFP®, CRPC, AIF® has been named to Forbes’ Best-In-State Wealth Advisors list for 2024. The list is published on Forbes.com. - April 18, 2024 - Williams Asset Management
RWA Finance Launched VE Governance, Best Time to Capture Value
RWA Finance is the first RWA (Real World Asset Tokenization) project using the VE model. Users can get the veToken by locking RWAS in the VE pool, enjoying the right to community governance and token emission. - April 11, 2024 - RWA Finance
Year-End Challenges in Q4 2023 as Fundraising Metrics Decline
While year-end remains the busiest giving season in the US, long-term declines in charitable giving trends remained in Q4 2023. FEP’s latest quarterly data, released and announced at AFP ICON 2024, acutely shows the growing challenge for American nonprofits: a near-universal decline in... - April 07, 2024 - GivingTuesday
XMoney Launches Self-Service P2P Wallet Balance Swapping Service, Simplifying Payments for Expats
Struggling to manage multiple e-wallets abroad? XMoney, a FinTech company under Meta Dollar (Hongkong) Limited, today announced the launch of the self-service P2P wallet balance swapping service. This innovative platform empowers expats to overcome payment barriers and enjoy seamless mobile payment... - March 29, 2024 - Meta Dollar (Hongkong) Limited
New GivingPulse Report Shows Increase in American Generosity in Q4
New evidence-based report from GivingTuesday captures giving behavior across the US. - March 20, 2024 - GivingTuesday
Annuity Owners Report Product Satisfaction, Positive Buying Experience
New NAFA survey finds risk mitigation the top reason cited for buying a fixed annuity. - March 18, 2024 - NAFA, National Association for Fixed Annuities
Bill Driscoll Honored as a Professional of the Year for 2024 by Strathmore’s Who’s Who Worldwide
Bill Driscoll of Plymouth, New Hampshire, has been recognized as a Professional of the Year for 2024 by Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the field of life insurance and financial planning. About Bill Driscoll Bill Driscoll... - February 29, 2024 - Strathmore Worldwide
Single Mom Launches First Groundbreaking Personal Finance Blog for Single Moms
Singled Out Wealth proudly announces the launch of its innovative personal finance website, designed exclusively for single moms. The blog aims to break down the "broke single mom" stereotype by providing a wealth of free resources, including a digital resource library, a free personal finance course, and weekly money talks, all tailored to meet the unique needs of single moms seeking financial empowerment and independence. - February 19, 2024 - Singledoutwealth.com
Finansh Introduces FinBo to Enhance the Home Loan Discovery Process
Finansh, a fintech startup based in Pune, has launched FinBo, a digital platform aimed at improving the home loan application process by providing personalized loan options and eligibility insights from leading lenders in India. FinBo leverages a sophisticated scoring algorithm to offer accurate loan eligibility information and competitive interest rates. - February 17, 2024 - Finansh
Spencer Savings Bank Welcomes Vice President, Small Business Relationship Manager Phyllis Valentino
Spencer Savings Bank has appointed Phyllis Valentino as Vice President, Small Business Relationship Manager. She assumes the role within the Bank’s Small Business Finance division, which was recently launched this past year and is experiencing great success. - February 09, 2024 - Spencer Savings Bank
Men Having Babies Adds Atlanta to Its 2024 Conference Lineup in Collaboration with Black and Southern LGBTQ+ Organizations
On February 23-25, 2024, the nonprofit Men Having Babies (MHB) is teaming with the LGBTQ Institute and additional regional nonprofits to bring to Atlanta its internationally acclaimed Surrogacy Conference & Gay Parenting Expo. It will be MHB’s fifth United States destination, joining long-running conferences in New York, Fort Lauderdale, Chicago, and San Francisco, as well as Brussels and Berlin in Europe. - February 03, 2024 - Men Having Babies
South Florida CEO Launches Groundbreaking Women's Wealth Learning Community
Athena Gardner, a trailblazing CPA turned wealth advocate, is proud to announce the launch of WeWealth Women, a revolutionary online learning community designed exclusively for women. With a passionate vision and unwavering determination, Gardner brings to life a platform aimed at empowering women... - February 02, 2024 - Wewealth Women
Commissioner George Mentz Wins Thought Leader & Influencer Awards While Expanding Global Charitable Service and Aspen Commission
Commissioner George Mentz is now the 1st in the world to be ranked as a top 50 Global Thought Leader and Influencer in the areas of Management, FinTech, Wealth Management/Financial Planning, Project Management, HR Human Resources and B2B by various analytics bodies worldwide. Dr./Jur. Mentz also... - January 19, 2024 - George Mentz
Spencer Savings Bank Welcomes Vice President, Small Business Relationship Manager
Spencer Savings Bank has appointed Jesse Oliver as Vice President, Small Business Relationship Manager. He assumes the role within the Bank’s Small Business Finance division, which was recently launched this past year and is experiencing great success. - January 18, 2024 - Spencer Savings Bank
NAFA Urges DOL to Withdraw 2023 Fiduciary Advice Proposal in Its Entirety
Comment Letter Outlines Proposed Rulemaking’s "Fatal Flaws" and Potential Harm to Independent Producers, Carriers and Consumers - January 02, 2024 - NAFA, National Association for Fixed Annuities
Donor Retention and Acquisition Key Challenges for Social Sector in Q3 2023
Approaching year-end and a busy giving season, charitable giving trends demonstrated a persistent decline throughout 2023. According to FEP’s latest quarterly data, declining donors across all sizes and types presents a major hurdle for nonprofits. Through Q3 2023, donors decreased moderately... - December 22, 2023 - GivingTuesday
Sombei.com: Empowering Financial Futures with Comprehensive Personal Finance Insights
About Sombei.com: Sombei.com is a leading online platform dedicated to personal finance development. Launched in September, the platform provides valuable insights and well-researched articles on various financial topics, including mortgages, insurance, loans, and debt management. With a mission to empower individuals with the knowledge to make informed financial decisions, Sombei.com is a go-to resource for those seeking reliable information. - December 12, 2023 - Sombei.com
BEK TV Welcomes "The Ramsey Show" to Weekday Lineup Becomes Only TV Network to Pick Up Daily Program
BEK TV proudly announces the addition of "The Ramsey Show" featuring financial guru Dave Ramsey to its weekday lineup. Premiering on December 4, 2023, at 7:00 am, this groundbreaking program will air daily on BEK TV, making it the first television network to do so. Ramsey's invaluable financial advice has helped millions and will now benefit North Dakota viewers. Don't miss this opportunity to gain control of your finances and life. - December 01, 2023 - BEK.TV
GivingTuesday Reminds Us of Shared Generosity and Humanity on November 28
This year’s GivingTuesday will showcase the power of collective action as people across the globe come together to support causes that matter most to them. - November 20, 2023 - GivingTuesday
Republic Financial Services Establishes New Heights in Phoenix Financial District with US Bank Tower Relocation
Republic Financial Services, a vanguard in the finance and legal sectors, proudly announces their strategic relocation to the iconic 101 North Tower, a landmark moment signifying their meteoric growth and commitment to pioneering innovations in legal and financial services. Under the dynamic... - November 08, 2023 - Republic Financial Services
Tiffany S. Moore Honored as a Woman of the Month for October 2023 by P.O.W.E.R. - Professional Organization of Women of Excellence Recognized
Tiffany S. Moore of Milwaukee, Wisconsin, has been honored as a Woman of the Month for October 2023 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and great success in the field of finance. About Tiffany S. Moore Tiffany S. Moore is... - November 08, 2023 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized