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.
NEA Charitable Fundraising Services Can Now Accept Bitcoin for All Major Charities
As one of the largest Charitable Service Companies, NEA Charities can now accept Bitcoin as a donation to any 501(c)3 Charitable Organization. - April 04, 2021 - NEA Charitable Fundraising Services
Divorce and Family Lawyer Sarinia Feinman Interviewed on Financial Aspects of Divorce
Family lawyer Sarinia M. Feinman completed the second part of a 2 part interview with Mike Menninger on his show “Financial Planning Explained.” The RVN TV interview about financial aspects of divorce aired on March 22 and aired again on Friday, March 26 at 11:30am. As a partner with... - March 31, 2021 - Vetrano & Vetrano
Applications Are Closing Soon for the Emergency Rental Assistance Program Through Partnership with Cook County Emergency Rental Assistance and YWCA Metropolitan Chicago
YWCA Metropolitan Chicago and Cook County have partnered to provide the community with COVID-19 Recovery through Cook County Emergency Rental Assistance (ccERA). Applications opened on Thursday, March 11, 2021 and close on Friday, April 2, 2021. All applications and questions may be directed at... - March 27, 2021 - YWCA Metropolitan Chicago
Refused Car Finance Survey Shows 60% of People Think You Can’t Get Approved for Bad Credit Car Finance
A recent customer survey from Refused Car Finance showed that 60% of people think that you can’t get approved for car finance with bad credit. The bad credit car finance specialist disagrees. - March 22, 2021 - UK Car Finance
Wayne State University Offering the Award-Winning iGrad Financial Wellness Platform to Over 25,000 Students
Wayne State University partners with iGrad to provide a customized interactive financial education platform to all University students. - March 10, 2021 - iGrad
Curtis W. Chambers Recognized as One of LPL Financial’s Top Advisors
Curtis W. Chambers, an independent LPL Financial advisor at Chambers Financial Group in Largo, today announced his inclusion in LPL’s Director’s Club. With more than 17,000 LPL-affiliated advisors nationwide, LPL awards select advisors with this distinction based on an advisor’s business success*. - March 10, 2021 - Chambers Financial Group
Hoxton Capital Management Surpasses GBP 500 Million (USD 691 Million) in Assets Under Management
The milestone comes less than 3 years since the firm’s initial launch in April 2018. - March 10, 2021 - Hoxton Capital Management
Virginia Retirement System and iGrad Receive Top Award for myVRS Financial Wellness Program Communications Campaign
The Virginia Retirement System and iGrad/Enrich received a first place award for communications in the financial wellness category among public plans with more than 5,000 participants at the annual Eddy Awards sponsored by Pensions & Investments (P&I) in March. - March 09, 2021 - iGrad
Website Hosted by Local Attorney Offers Clear Advice on Estate Planning
The Estate Planning Attorneys at Morris Hall, PLLC are pleased to announce the release of their updated estate panning website www.morristrust.com. It is - March 08, 2021 - Morris Hall PLLC
Franklin Templeton Partners with iGrad on New Personalized Financial Wellness Platform
Franklin Templeton and iGrad/Enrich partner to provide a personalized financial wellness platform for financial professionals to share with defined contribution (DC) plan sponsors and participants. - March 08, 2021 - iGrad
Verb(TM) Presents Speaker Series Features Roman Buhler, Esq.
Roman Buhler, Esq., National Director of the Madison Coalition and former Counsel to the U.S. House of Representatives, will be the Verb(TM) Presents Speaker Series’ featured guest on Thursday, March 25, 2021, 6:30 pm (Pacific Time). Moderated by Peter Coe Verbica. - March 04, 2021 - Silicon Private Wealth
Gary Williams of Williams Asset Management Honored in Forbes’ Best-in-State Wealth Advisors List 2021
Williams Asset Management announces that its President and Founder, Gary Williams, CFP®, CRPC®, AIF® has been named to Forbes’ Best-in-State Wealth Advisors list for 2021. - March 04, 2021 - Williams Asset Management
Despite Negative Perceptions of the Canadian National Economy, the Majority of Canadians Have a Positive Outlook on Their Own Personal Finances
61% think Canadian economic conditions are poor or very poor, but 66% have good or very good personal finances, and 53% have not experienced negative financial impacts due to the pandemic. - March 01, 2021 - Insights West
Sexton Advisory Group Discusses 5 Things to Know When Considering a ROTH IRA Conversion
Financial Consultant Steve Sexton Shares the Perks and Pitfalls of a ROTH Conversion - February 20, 2021 - Sexton Advisory Group
Survey: How Much Americans Pay to Prepare and File Their Taxes
The IRS estimates that 70% of Americans qualify for free tax filing, but our latest survey found that only 25% filed for free. Furthermore, 58% spent $50 or more to file their taxes. - February 15, 2021 - The College Investor
iGrad and Grand Valley State University Provide Financial Literacy Education to TRIO Students
Grand Valley State University and iGrad partner to provide college students with interactive financial literacy education. - February 15, 2021 - iGrad
Meadows Bank Total Loans Increase 24.4% and Deposits Increase 20.8%
Meadows Bank, headquartered in Las Vegas, NV, today released its year-end 12/31/2020 unaudited financials. The most notable numbers for the period were Total Loans and Total Deposits. Total Loans as of December 31, 2020 were $1.0 billion, a 24.4% growth or $196.7 million over loans outstanding at... - February 09, 2021 - Meadows Bank
Invitation February 16th Boston - Online 2021 Outlook Family Office & Institutional Investor
The Ivy Family Office Network (IVYFON) is having a family office and institutional investor forum which will be limited in person in the Boston suburbs and online on February 16th from 8 a.m. eastern time to 5:00 p.m eastern time. They will be covering the economic outlook for 2021 with a... - February 06, 2021 - Ivy Family Office Network (IVYFON)
Cal Coast Partners with Trust & Will to Offer Members Easy, Affordable Estate Planning
California Coast Credit Union partners with Trust and Will to offer its members easy and affordable estate planning. - January 30, 2021 - California Coast Credit Union
iGrad Launches Debt Letter Initiative as Part of Student Financial Wellness Program
Dickinson College becomes the first school to use iGrad's new student loan debt letter service in conjunction with the interactive student financial wellness platform. - January 26, 2021 - iGrad
Consumer Investing Platform Invezz Rebrands Website as Part of Expansion Plans
As part of the platform’s planned expansion in 2021, Invezz has recently undergone a complete redesign of its website, invezz.com. The new design introduces a cleaner layout, and host of new navigation features to make it easier than ever for people to access information and reach their financial goals. - January 26, 2021 - Invezz
Honda Federal Credit Union Partners with iGrad to Offer the Enrich Financial Wellness Platform to Its Nearly 70,000 Members
Honda Federal Credit Union will integrate iGrad's interactive Enrich financial wellness platform into offering for all credit union members. - January 25, 2021 - iGrad
Denarius Announces Beta of Kronos Wallet and Chat
Kronos, a new application beta from the developers of Denarius (D), provides people a way to socialize and transact without a central authority. This new proof of concept takes decentralization, blockchain and privacy to the next level. - January 21, 2021 - Denarius
Residence Clubs International, Inc. Announces $50 Million Investment from Alfie Best, Chairman of Wyldecrest Parks
Residence Clubs International, Inc. CEO Craig Williamson is pleased to announce the sale of a portion of ResClubs® to British businessman and philanthropist Alfie Best. With the ResClubs’ innovative program patent pending, mobile app partnership with Hudini and infinitWiFi, and its one-year beta test with live members completed in 2020, the company now has its capital partner in place and is moving ahead with its expansion. - January 13, 2021 - ResClub
RPA Publishes Analysis of Stable Value Funds in Participant‐Directed Retirement Plans
White paper, Stable Value: A Risk-Free Dilemma, explores the appropriate use of fixed/stable value funds in defined contribution retirement plans. - January 06, 2021 - Retirement Plan Advisors
Purveyors of Time – Concierge Estate Management Announces Its Official Launch on the Monterey Peninsula
Purveyors of Time launches a new location on the Monterey Peninsula providing services to Carmel and Pebble Beach. - January 05, 2021 - Purveyors of Time
Stanford Healthcare Loses in Appeals Court, Accused of Alleged $468 Million Dollar Healthcare Billing Fraud
The Ninth Circuit Court of Appeals recently rejected Stanford Healthcare’s (formerly Stanford Hospitals and Clinic) argument in the U.S. government’s case against Stanford Healthcare for nearly $500 million dollars of alleged Medicare billing fraud. In entering its ruling against the... - January 05, 2021 - GJLaw
The College Investor Ranks the Top Tax Software of 2021
2020 was a strange year for Americans, and the economic turmoil may yield some tough surprises at tax time. Fewer people than ever will have “simple” tax returns. That could lead to difficult tax filing and unexpected “upgrades” that require filers to pay extra. This year, more than ever, there is no "one-size-fits-all" for the best tax software. - January 04, 2021 - The College Investor
How an Innovative Strategy Changed Portfolio’s Profits – MHS Group
Based on accurate scenario planning and foresight investing strategies, MHS funds experienced 120% turnover within a year which was more successful than most other well-known investing funds. - January 04, 2021 - MHS group
Alexandria Wealth Management Firm Educates on Financial Planning
Campbell Wealth Management, an Alexandria wealth management firm, released a blog educating readers on the main goal of financial planning. The article is designed for readers who are 55+ and looking for high-quality wealth management services. - January 04, 2021 - Campbell Wealth Management
The January Money Diet Returns January 1, 2021
Start the new year financially strong and join this popular 31-day no spending challenge. The January Money Diet is sponsored by YourMoneyFurther.com and the Open Your Eyes to a Credit Union campaign. - January 01, 2021 - Cross Media
Lakeman Financial Launches the Lakeman Financial Foundation
Lakeman Financial recently announced that it has launched a donor-advised fund with Fidelity Charitable’s Giving Account. Fidelity Charitable is 501(c)(3) public charity. - December 31, 2020 - Lakeman Financial
Local Santa Barbara Investment Advisor, Kipley Lytel CFA Awarded "Wealth & Finance Elite 2021"
RIA Founder of Montecito Capital Management, Kipley J. Lytel CFA, recognized as “Best Wealth Manager 2021” by Corp Today for Southern California region. - December 28, 2020 - Montecito Capital Management Group
Survey: 73% of Americans Support Biden's Plan to Forgive $10,000 in Student Loan Debt
Student loan forgiveness has become a hot-button political issue over the last few months. President-Elect Biden has proposed canceling $10,000 in student loan debt, while others want more. The College Investor surveyed 2,000 Americans, including those who don't have loans, to see how much they support canceling student loan debt. - December 17, 2020 - The College Investor
Kansas City Bankruptcy Attorney Explains Helpful Kansas Eviction Prevention Program
Landlords and tenants financially affected by the COVID pandemic may be eligible to receive rent assistance. Applications are due December 15. - December 10, 2020 - The Sader Law Firm
New Survey: 75% of Americans Are Familiar with Investing Apps, & Most Prefer a Monthly Fee Model
More Americans than ever are investing on their phones and leveraging new commission-free investing tools. But, how widespread is the adoption and how do consumers feel about these products and tools? The College Investor looks at the changing landscape of investing and how investors want to pay to trade stocks. - December 08, 2020 - The College Investor
Barron’s Honors iGrad/Enrich for Financial Empowerment
The Enrich and iGrad financial wellness platforms have received recognition from Barron's in its "Barron's Celebrates" initiative, where organizations were evaluated based on their purpose, scalability and effectiveness. - December 08, 2020 - iGrad
Getting Children Interested in Investing: Steps to Gifting Stock Shares
Recently, Keith Turner introduced a new digital document to the public to help parents that are inexperienced investors teach their children about investing through the process of gifting stocks. The digital document is a step-by-step guide to understanding custodial accounts and buying stock. This document can be downloaded at artisKEITH.com. - December 04, 2020 - Money Mondays
New “Saving with Steve” Radio-Podcast & TV Show Gifts Listeners New Financial Hope and Money Solutions
Financial consultant Steve Sexton shares weekly financial tips and tricks for a happier, healthier life. - December 04, 2020 - Sexton Advisory Group
After Year of Global Crisis, Millions Respond with Massive Swell of Generosity and Shared Humanity on GivingTuesday 2020
The GivingTuesday Data Commons reports total giving increased from $1.97 billion to $2.47 billion in the United States alone, representing a 25% increase compared to GivingTuesday 2019. Further, GivingTuesday estimates that 34.8 million people participated in GivingTuesday 2020, a 29% increase over 2019. - December 03, 2020 - GivingTuesday
Evaluate Research Issues a New Update Note on United Bancorp, Inc.'s Q3 Earnings Results
Evaluate Research, an independent research firm, has issued an Update Note recently on United Bancorp, Inc., based in Martins Ferry, Ohio. Evaluate Research is the only firm actively researching United Bancorp. The complete Update Note can be downloaded from their website, www.evaluateresearch.com,... - November 18, 2020 - Evaluate Research
Commonwealth Credit Union Offering Enrich and iGrad Financial Wellness Platform to Members and Students
Commonwealth Credit Union has partnered with San Diego-based financial education company iGrad to make the award-winning Enrich™ financial wellness platform and the student-focused iGrad™ financial wellness platform available to its members and all students at University of Louisville, Metropolitan College and Kentucky high schools. - November 12, 2020 - iGrad
Joe Biden Elected President - Questions Loom About the Federal Estate Tax
The law firm of Morris Hall, PLLC (MH), the largest estate planning law firm in Arizona, congratulates Joe Biden on presumptively winning his bid to become President of the United States. With Mr. Biden’s election, there is ambiguity about the federal estate tax. Mr. Biden ran with a view... - November 09, 2020 - Morris Hall PLLC
UK Conveyancers Must Step Up to the Stamp Duty Land Tax Holiday Challenge and Homebuyer Conveyancing Does Just That
Instructing a Solicitor promptly when you place your property on the market and before offer acceptance stage gets you ready to exchange fast. Understand the true legal costs involved by using the Homebuyer Conveyancing comparison website. - November 08, 2020 - Homebuyer Conveyancing
Direct Auto Insurance to Host Virtual Hiring Event Nov. 18 to Fill More Than 150 Insurance Agent Positions
Insurance agent and insurance agent trainee jobs being offered at Direct Auto’s largest hiring event of the year. - November 06, 2020 - Direct Auto Insurance
Presidential Winner Still Unknown. The Nation Pauses, But Estate Planning Should Not.
The law firm of Morris Hall, PLLC (MH), the largest estate planning law firm in Arizona, has been watching the build up to the 2020 Presidential Election, and the current state is of no surprise. This is not a time to panic or worry, but rather a time to take advantage of the current tax... - November 05, 2020 - Morris Hall PLLC
Webinar Features 3 Global Experts Speaking on Islamic Home Finance and Social Justice in U.S.
Equity and justice have always been at the core of Islamic financial principles, and that’s drawing a fast-growing number of Americans to choose an Islamic alternative to a mortgage loan when they buy or refinance their home. Learn why at a webinar Nov. 1 on Islamic Home Finance and the... - October 31, 2020 - Guidance Residential
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