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.
No-Cost Music Relief Funding Program Expanded by Sound Royalties for Music Royalty Rights Holders
Zero-Cost Advance Options Available to Songwriters, Artists, Producers and Select Service Providers Through May 16 - April 14, 2020 - Sound Royalties
Author, Philanthropist Offering No-Cost Webinars on Financial Advice Amid Coronavirus
Author Kelly Schols offers no-cost webinars to give people hope and financial guidance during chaos fueled by the coronavirus pandemic. - April 10, 2020 - Kelly Schols, Inc.
CreditGUARD of America Announces a Free Webinar on "The Simplest Ways to Make the Best of a Financial Crisis"
April is Financial Literacy Month. CreditGUARD of America will be holding two free webinars online on 15th of April, 2020 and 30th of April, 2020 called The Simplest Ways to Make the Best of a Financial Crisis in response to COVID-19 Pandemic. The economic fallout from the coronavirus pandemic... - April 10, 2020 - CreditGUARD of America
iGrad Launches Free “Coronavirus and Your Financial Health” for Employers
iGrad has launched a free Enrich Financial Wellness resource for employers to help their employees manage financial challenges caused by the COVID-19 coronavirus pandemic. - April 07, 2020 - iGrad
CENTUS Stable Coin Became a Leader in Trading Volume at Stellar DEX
CENTUS Stable Cent, issued by the English-based company Cloud Invest Ltd., became the prime coin in turnover volume on Stellar Markets (DEX) in March (source: stellar.expert). Up to date, over 35,000 holders are enrolled in the CENTUS seignorage network. Their benefits consist of seignorage, a kind of interest, that is accrued on the funds they hold on their Stellar addresses, twice a week (Tuesday and Friday). - April 03, 2020 - Cloud Invest Ltd.
iGrad Launches Free “Coronavirus and Your Financial Health” for Colleges
iGrad has launched a free online financial wellness resource for colleges to help their students manage financial challenges caused by the COVID-19 coronavirus pandemic. - April 01, 2020 - iGrad
WCA is Presenting “Measuring Credit Department Performance” Webinar
During this enlightening program, Michael will examine: 1. The limitations of traditional measures of credit performance 2. The ways companies often measure credit performance today 3. Other useful and relevant measures of performance of the credit team to consider 4. How to convince your company... - March 29, 2020 - WCA/BCMA
Bankruptcy Numbers to Grow Predicts Critical Illness Insurance Director
Bankruptcies are likely to soar predicts the director of the American Association for Critical Illness insurance. Most Americans unprepared and should take time to learn more about the risk and options states AACII director. - March 27, 2020 - American Association for Critical Illness Insurance
COVID-19: Top Estate Planning Tips from Zolo
A guide to help Canadians figure out how much a death costs, whether or not an online will is sufficient, if life insurance is necessary or not, and when to review estate planning documents - March 26, 2020 - Zolo
Zolo Offers 8 Tips When Facing Mortgage Payment Problems Due to COVID-19
Landlords won’t qualify for mortgage deferral relief and many homeowners will also be shut out from this option. Here are 8 tips to help property owners to continue making their mortgage payments (and avoid default, and losing their home). - March 25, 2020 - Zolo
Sports Trading: The Market That Continues to Show Investors 3% Per Month
Sports Index: The World's Biggest Trading Exchange - March 24, 2020 - Sports Index - (Sporting Index) A Sporting Group Brand
TAG Bill Pay Wins Family Wealth Report Award for Their Outsourced Bill Pay Solution for Family Offices
Firm recognized in the Property & Household category for critical area of business ethics: the importance of paying bills on time. - March 21, 2020 - TAG
United Federation of Special Police & Security Officers: COVID-19 Legislation Must Include All American Workers, Too Many Are Being Left Out
Administration Officials and Legislators have promised no workers will lose a paycheck, yet millions are being left out of current legislation. - March 20, 2020 - United Federation of Special Police & Security Officers, Inc.
How COVID-19 is, or is Not, Impacting the Life Insurance Business and Your Ability to Obtain Coverage
As part of the panic that has consumed the world surrounding the COVID pandemic, many consumers are asking whether insurance companies are doing anything different, or perhaps, postponing the ability of consumers to obtain life insurance, for general pandemic related reasons. When a worldwide... - March 17, 2020 - AccuQuote
Sound Royalties Announces $20 Million Fund to Provide Music Creators No-Cost Financing Through April 16
Company Offers Zero-Cost Funding to Songwriters, Artists and Producers - March 16, 2020 - Sound Royalties
Payment Depot Named by topcreditcardprocessors.com as Best Credit Card Processor for March 2020
The independent authority on merchant services, topcreditcardprocessors.com, has named Payment Depot the top-rated credit card processing company for the month of March 2020. Each month thousands of merchant service providers are put to the test to determine which offer consistent payment... - March 12, 2020 - topseos.com
Kennedy Berg LLP Wins the Appointment of a Receiver Over the Business and Property of The Law Offices of Jonathan S. Resnick & Perry A. Resnick
Kennedy Berg LLP secured the appointment of a receiver to take possession of the businesses and property of three Maryland-based law firms, The Law Offices of Jonathan S. Resnick, LLC, The Law Offices of Jonathan S. Resnick, PLLC and The Law Offices of Perry A. Resnick, LLC on behalf of specialty funder KrunchCash, LLC. - March 11, 2020 - Kennedy Berg LLP
10 Best Debt Relief Companies for 2020 Revealed by TrustedCompanyReviews.com (Also See Biggest Misconceptions, Complaints & Downsides)
TrustedCompanyReviews.com (TCR) has released the Top 10 Debt Relief Companies For 2020. TCR is one of the oldest review companies in the world, reviewing all types of businesses. TCR also shares insight into the most common complaints against debt relief companies and provides clarification on the biggest misconceptions that consumers have about debt relief programs. - March 04, 2020 - Trusted Company Reviews
Experienced Financial Planner Launches Lakeman Financial to Better Serve Clients
Asa J Lakeman, CFP®, CFS (Certified Fund Specialist) is pleased to announce the formation of Lakeman Financial. Asa brings with him nearly two decades of experience helping businesses and families pursue their financial goals. Asa has achieved the Certified Fund Specialist and Certified... - February 29, 2020 - Lakeman Financial
Cal Coast Credit Union Opens Newest Branch in University City
California Coast Credit Union has opened its 26th branch in San Diego's University City Neighborhood. A Grand Opening will be held Feb. 29 from 10am to 1:30pm with food, fun and prizes. - February 20, 2020 - California Coast Credit Union
New Website, LivingAStarbucksLifestyle.com, Guides Millennials on Living a Starbucks Lifestyle on a Dunkin’ Donuts Budget
Millennials (broadly defined here as those in their 20s and 30s) want to enjoy the best things in life as much as everyone else. Yet, their earning potential is typically less than those of older generations. Frequently saddled with high student loan debt, Millennials need to find ways to live... - February 16, 2020 - Luis Gonzalez
Jack Nicklaus Residence Club Delivers Good Economics for Vacationing Families with Alistair Brown International Real Estate Partnership
The Jack Nicklaus Residence Club (JNRC) announces its partnership with expert advisors in the global property industry, Alistair Brown International Real Estate (ABIRE). The Jack Nicklaus Residence Club is the originator of the Income Producing Residence Club. A vacation club model that allows families to travel and enjoy amazing locations, while earning income when not in use. - February 15, 2020 - ResClub
TAG Bill Pay Wins Private Asset Management (PAM) Award for Best General Ledger System for Family Offices
Firm recognized for rapid client growth by capitalizing on a gap in the marketplace for back-office accounting services for the ultra-high-net-worth and family office space - February 15, 2020 - TAG
Consumers Not Aware That Long-Term Care Insurance Costs Vary by Health
The latest data from the 2020 Long-Term Care Insurance Price Index reveals the importance of health when applying for coverage. The American Association for Long-Term Care Insurance's study compares prices for 65-year olds with different health status. - February 15, 2020 - American Association for Long-Term Care Insurance
Donna L. Perkins Honored as a Woman of the Month for January 2020 by P.O.W.E.R (Professional Organization of Women of Excellence Recognized)
Donna L. Perkins of North Kansas City, Missouri has been honored as a Woman of the Month for January 2020 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and achievements in the field of finance. Each month P.O.W.E.R. features women to... - February 13, 2020 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized
Colorado Workforce Development Council Launches iGrad’s Enrich Financial Wellness Platform for Colorado Workers
The Colorado Workforce Development Council (CWDC) has launched a new online and mobile financial wellness resource in partnership with iGrad, which is free for incumbent retail, hospitality, and food and beverage workers as part of the state’s Lives Empowered initiative. - February 12, 2020 - iGrad
The College Investor Highlights Over 80 Ways to Get Student Loan Forgiveness
The College Investor has released their 2020 guide to student loan forgiveness programs - finding over 80 federal and state options for borrowers seeking relief for their student loan debt. - February 10, 2020 - The College Investor
Introducing the All-New AI-Powered Personal Finance and Financial Wellness App by Chango for Empowering Canadians to Make the Right Life Decisions
Chango is a free personal finance and financial wellness app designed exclusively for Canadians. Chango uses artificial intelligence for personalisation budgeting tips for individuals according to their spending habits. Chango app will be available in the Google Play Store and App Stores soon. - January 31, 2020 - Chango
Gary Williams of Williams Asset Management Named in Forbes’ Best-in-State Wealth Advisors List for 2020
President and Founder of Williams Asset Management, Gary Williams, has been named as one of Maryland's "Best-in-State" Wealth Advisors by Forbes’ for 2020. - January 26, 2020 - Williams Asset Management
The Honors of Inequality: Why Colleges Work for Some and Not for Others
Honors of Inequality: How Colleges Work for Some, the latest work from historian Joseph H. Wycoff, Ph.D, delves into the origins and key contributions to the scholarship about American higher education during the last half of the twentieth century. - January 24, 2020 - Historia|Research
FTMarkets Trading Platform Has Officially Launched in Vietnam
Now Vietnamese people can use FTMarkets to download applications and conduct foreign exchange transactions. - January 10, 2020 - FTMarkets
The College Investor Highlights the Best Free Tax Software of 2020
While most tax software companies advertise free tax software, the reality is that most people don’t qualify for the free tier. However, the annoying part is most consumers don’t discover they don’t qualify until they’ve spent 30-45 minutes entering their information, only to be told that “this scenario requires an upgrade to Deluxe or Premier” versions - for a fee. The College Investor analyzes all the major tax software programs to find which ones offer the most robust free file options. - January 06, 2020 - The College Investor
The College Investor Ranks the Best Tax Software of 2020
The College Investor, one of the most read personal finance websites, reaching over 3 million people per month, has come out with their 2020 comprehensive guide to The Best Tax Software for consumers. This year includes best free file, best software for investors, and more. - January 02, 2020 - The College Investor
The Palm Beach Hedge Fund Association Announces a Partnership with the Palm Beach Symphony
The Palm Beach Hedge Fund Association (PBHFA.org) and the Palm Beach Symphony have announced a partnership, creating opportunities for members to experience one of South Florida’s major cultural institutions during this landmark season that has seen record-breaking ticket sales and unprecedented donor enthusiasm and support. - December 29, 2019 - Palm Beach Hedge Fund Association
Melissa Levin Insurance Reveals What Medicare-for-All Won't Cover
Medicare for All has become a huge talking point for the 2020 presidential candidates. But don't let the name fool you; not everything is covered. Long Term Care is a type of insurance that is essential given the rise in healthcare costs. Set up a free consultation with Melissa to discover your options regarding long term care. - December 19, 2019 - Melissa Levin Insurance
Miami/Memphis Advisory Groups Announce Merger
MAS Advisors, LLC, a Miami investment advisory firm, has announced the completion of the merger of the business and operations of Memphis-based Wealth Strategies Group, Inc. (WSG), which will operate as a Division of MAS Advisors. WSG will be led by Charles Auerbach, who has deep experience in the... - December 13, 2019 - MAS Advisors, LLC
TAG Bill Pay Named Finalist for PAM Awards 2020
Recognizing top service providers in the private asset management space - December 13, 2019 - TAG
DataPath, Inc. Whitepaper Reveals Survey Findings of Employee Familiarity of HSA and FSA Benefits
DataPath, Inc., a leading developer of technology solutions for employer-sponsored benefits administration, announced today the release of a whitepaper titled, “Addressing Education Gaps is Key to TPA Growth.” In the whitepaper, DataPath summarizes findings from a survey they conducted... - December 12, 2019 - DataPath
Lamine Zarrad of Joust Accepted Into Forbes Finance Council
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms. - December 12, 2019 - Joust
Feeling Overwhelmed by Estate Planning & Elder Law? Scott Squillace, Esq. of Squillace & Associates, P.C. Shares Answers to Common Questions in His Latest Book
Now available: "The Family Estate Planning & Elder Law Guide," featuring contributing author Scott E. Squillace, Esq. Anyone who is trying to navigate the complicated landscape of estate planning will find helpful answers to common questions in this book. You'll find information on estate planning basics, tax planning, planning for unmarried and same-sex couples, elder law, asset protection planning, charitable planning and everything in-between. - December 09, 2019 - Squillace & Associates, P.C.
SoKay Launches SoKay Borrowers to Help People Borrow From Friends and Family in a Better Way
SoKay, a start-up company based in New York that is dedicated to providing solutions to the social and financial challenges arising from loaning money between friends and family ("FnF loans") while improving the whole ecosystem that supports such transactions, has added SoKay Borrowers to their product line. - November 28, 2019 - SoKay
LC Well Conducted Financial Wellness Workshop
LC Well, in association with Design Your Life ME, organized a financial wellness workshop. Financial wellness is a crucial part of one's overall wellbeing and LC Well recognizes that. The workshop was conducted by Rasheda and Shakil Khan and was attended by locals and expats in Dubai. It shed light... - November 27, 2019 - LC Well
Dr. Wendy Labat Offers Free Enrollment Service Until December 15 through Financial Cures Program
Easing the Pains of Financial Difficulty One Text at a Time as Long as You Make the December 15 Deadline - November 25, 2019 - The Financial Cures LLC
SoKay Releases SoKay Protocol for Friends and Family Loans
SoKay Releases World's First Protocol for Guiding Money Lending and Borrowing Behavior Between Friends and Family. SoKay Protocol 1.0 is Going Public. - November 22, 2019 - SoKay
iGrad and Wellable 2020 Employee Financial Wellness Report Reveals Older Workers and Millennials Struggling Most
The financial wellness of U.S. employees is precarious, especially among millennials and those nearing retirement age, according to the new 2020 Employee Financial Wellness Report by iGrad and Wellable. - November 13, 2019 - iGrad
Meadows Bank Net Income Up 21%
Meadows Bank, headquartered in Las Vegas, NV, announced today that it posted Net Income After Tax of $13,739,900 in the first nine months of 2019 which was 21% higher than the $11,368,000 it earned during the same period in 2018. At September 30, 2019, the bank had Total Loans of $817.8 million... - November 07, 2019 - Meadows Bank
Sound Royalties Defies Stereotype, Revolutionizes Music Financing in the Artist-Driven Digital Economy
Embraced by Creatives, Business Model Offers a Quality Alternative to Traditional Banks - November 07, 2019 - Sound Royalties
Bank of Clovis Partners with iGrad for Financial Wellness Education
Bank of Clovis, a state-chartered bank in Clovis, N.M., recently partnered with the San Diego-based company iGrad to offer its members financial wellness education. - November 05, 2019 - iGrad
Breast Cancer Survivor Launches Financial Cures Program
Dr. Wendy Labat Speaking on her new program: “Budgeting: Diagnosing Your Financial Health” at the Atlanta Small Business Expo November 14, 2019. - November 04, 2019 - The Financial Cures LLC
Enhanced Website Provides Long-Term Care Planning Resources
Most American families either know a person who needs long-term care or a person who provides care for them. Having an advance plan for the financial costs and burdens of aging has become an essential part of an overall retirement plan. LTCNEWS.com has been redesigned to provide more tools and resources. LTC News gives American families the resources to help them plan for long-term care and the impact extended care has on loved ones. - October 25, 2019 - McCann LTC