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.
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.
Timeshare Sales Training Exposed: the Unethical Tactics Used to Trap Buyers
The timeshare industry is built on high-pressure sales tactics, but what many don’t realize is that these aggressive strategies are not just encouraged—they are taught. Behind closed doors, timeshare salespeople undergo training designed to manipulate consumers into making costly,... - March 12, 2025 - Lonestar Transfer
BCH Miner Cloud Mining Now Using More AI Models like Deepseek to Double Bitcoin Output
After several years of turbulent market fluctuations, cryptocurrencies still attract the attention of many investors who are actively seeking new opportunities and investment strategies. The volatility of Bitcoin prices and the sharp decline of altcoins such as XRP and DOGE have made traditional... - March 11, 2025 - BCH COMMERCIAL INVESTMENTS LIMITED
Best Financial Services Websites to be Named by Web Marketing Association in 29th Annual WebAward Competition
The Web Marketing Association is now accepting entries for the 29th annual WebAward Competition, recognizing the best websites of 2025 across 86 industries, including Financial Services, banks, credit unions and mutual funds. Judged by industry experts, winners gain valuable feedback, SEO benefits, and global recognition. The entry deadline is May 30, 2025. Don’t miss your chance to showcase your digital excellence — enter today at www.webaward.org. - March 10, 2025 - Web Marketing Association
Finzen Highlights DIY Investor Boom, Redefining How People Manage Their Wealth
DIY investing is booming as people have increasing access to new asset classes. Fintech tools like Finzen help streamline tracking, making investing an approachable side hustle. - February 13, 2025 - Finzen
Prism Tax & Accounting Services Welcomes Samuel Scoville as Senior Staff Accountant
Prism Tax & Accounting Services is pleased to announce the addition of Samuel Scoville as its new Senior Staff Accountant. Sam brings a wealth of experience in tax preparation, auditing, and client engagement, further strengthening Prism's commitment to delivering top-tier financial services. - February 12, 2025 - Prism Tax and Accounting Services, LLC
InsuranceNewsNet and Salt Financial Announce Partnership to Empower Insurance and Financial Professionals
InsuranceNewsNet (INN) and Salt Financial have partnered to provide insurance and financial professionals with innovative tools and resources. This collaboration combines INN’s educational platform with Salt's expertise in index design and risk management, offering insights on volatility-controlled indices and annuity market strategies. The goal is to equip financial professionals with cutting-edge solutions to enhance their practices and product awareness. - February 10, 2025 - InsuranceNewsNet
Hodson P.I. Joins the Coalition Against Insurance Fraud as an Associate Member
Hodson P.I., LLC, a premier private investigations firm specializing in insurance fraud detection, proudly announces its acceptance as an Associate Member of the Coalition Against Insurance Fraud. This prestigious membership reflects Hodson P.I.'s unwavering commitment to combating fraud, upholding... - February 06, 2025 - Hodson P.I., LLC
American Heritage Financial Welcomes Captain Terrence M. Shashaty as New President
American Heritage Financial (AHF) is excited to announce the appointment of Captain Terrence M. Shashaty as its new President, effective January 1, 2025. Capt. Shashaty will take on the role formerly held by founder Craig Jernigan, who will retain his duties as CEO. Jernigan established AHF in 2013... - February 06, 2025 - American Heritage Financial
George E. Mastrogiorgis Honored as a Professional of the Year for Two Consecutive Years by Strathmore's Who's Who Worldwide Publication
George E. Mastrogiorgis of St. Paul, Minnesota, has been named a Professional of the Year for both 2024 and 2025 by Strathmore's Who's Who Worldwide for his outstanding contributions and achievements in financial management. About George E. Mastrogiorgis Mastrogiorgis is the principal at GEM... - February 04, 2025 - Strathmore Worldwide
Lonestar Transfer’s Pledge to Help Families Reclaim Their Financial Futures
Lonestar Transfer is deepening its commitment to helping families escape the financial burdens of timeshare ownership. As rising fees, maintenance charges, and restrictive contracts continue to strain budgets, Lonestar Transfer pledges to empower families to regain financial control and focus on... - February 01, 2025 - Lonestar Transfer
Charles L. Cooper Selected as an American Achievement Honoree and Influential Business Professional for 2025 by Strathmore’s Who’s Who Worldwide
Charles L. Cooper of Greeley, Colorado, has been Selected as an American Achievement Honoree and Influential Business Professional by Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the field of finance and retirement planning. About... - January 31, 2025 - Strathmore Worldwide
When Cryptocurrencies Plummet, BCH Miner Protects Your Assets from Decreasing, But Increasing
BCH Miner’s cloud mining platform brings many advantages to those who want to participate in cryptocurrency mining without complex configuration or large investments. - January 28, 2025 - BCH COMMERCIAL INVESTMENTS LIMITED
New Website Guides Job Changers and Retirees with a Simple Resource to Rollover a 401(K) or Other Retirement Plan
A new website called RolloverYour401k.com has been launched to help people with 401(K) rollovers and other retirement plan transfers. The website is free to use and provides retirees and job changers the tools they need to handle rollovers. - January 28, 2025 - RolloverYour401k
KingsCrowd Acquires Leading IR Platform Lustro
KingsCrowd Inc. has acquired Lustro, the leading equity crowdfunding investor relations platform built for founders. - January 28, 2025 - KingsCrowd
A Message of Support for California Property Owners Affected by Wildfires
Fortitude Investment Group LLC. is offering support to California property owners whose properties have been damaged or destroyed by the recent wildfires. In a recent article, Fortitude Investment Group shares guidance on how to navigate this heartbreaking loss and recover effectively. - January 22, 2025 - Fortitude Investment Group
ION Cloud Mining Introduces a Fresh Approach to Digital Currency Mining, Offering Users an Innovative Platform
ION Cloud Mining has officially launched, offering users an innovative and efficient way to engage in digital currency mining. - January 16, 2025 - ION Mining
Cloud Mining Guide - Unlock Financial Freedom with DDB Miner
If you are looking for ways to increase your passive income, cloud mining is a great way to do it. If used correctly, these opportunities can help you grow your crypto wealth in “autopilot” mode with minimal time investment. At the very least, they should take less time than any type of active trading. - January 13, 2025 - DDB Miner