Press Releases: Finance: Personal Finance News Press Releases: Finance: Personal Finance News Press Releases: Finance: Personal Finance News
Latest news releases from for Finance: Personal Finance.
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Cal Coast Credit Union Opens Newest Branch in University City Thu, 20 Feb 2020 10:04:00 -0500 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. []
California Coast Credit Union
New Website,, Guides Millennials on Living a Starbucks Lifestyle on a Dunkin’ Donuts Budget Sun, 16 Feb 2020 03:00:00 -0500 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 large on a small budget. Living a Starbucks Lifestyle on a Dunkin’ Donuts Budget is a website which shows them how to enjoy the []
Luis Gonzalez
Jack Nicklaus Residence Club Delivers Good Economics for Vacationing Families with Alistair Brown International Real Estate Partnership Sat, 15 Feb 2020 06:57:01 -0500 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. []
Jack Nicklaus Residence Club
TAG Bill Pay Wins Private Asset Management (PAM) Award for Best General Ledger System for Family Offices Sat, 15 Feb 2020 03:00:00 -0500 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 []
Consumers Not Aware That Long-Term Care Insurance Costs Vary by Health Sat, 15 Feb 2020 03:00:00 -0500 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. []
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) Thu, 13 Feb 2020 03:00:00 -0500 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 represent their professions and industries due to their expertise and success in their chosen specialty. ABOUT Donna L. []
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 Wed, 12 Feb 2020 04:25:00 -0500 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. []
The College Investor Highlights Over 80 Ways to Get Student Loan Forgiveness Mon, 10 Feb 2020 09:58:58 -0500 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. []
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 Fri, 31 Jan 2020 03:00:00 -0500 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. []
Gary Williams of Williams Asset Management Named in Forbes’ Best-in-State Wealth Advisors List for 2020 Sun, 26 Jan 2020 03:00:00 -0500 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. []
Williams Asset Management
The Honors of Inequality: Why Colleges Work for Some and Not for Others Fri, 24 Jan 2020 13:17:00 -0500 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. []
FTMarkets Trading Platform Has Officially Launched in Vietnam Fri, 10 Jan 2020 03:00:00 -0500 Now Vietnamese people can use FTMarkets to download applications and conduct foreign exchange transactions. []
The College Investor Highlights the Best Free Tax Software of 2020 Mon, 06 Jan 2020 13:34:14 -0500 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 []
The College Investor
The College Investor Ranks the Best Tax Software of 2020 Thu, 02 Jan 2020 14:00:00 -0500 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. []
The College Investor
The Palm Beach Hedge Fund Association Announces a Partnership with the Palm Beach Symphony Sun, 29 Dec 2019 03:00:00 -0500 The Palm Beach Hedge Fund Association ( 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. []
Palm Beach Hedge Fund Association
Melissa Levin Insurance Reveals What Medicare-for-All Won’t Cover Thu, 19 Dec 2019 03:00:00 -0500 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. []
Melissa Levin Insurance
TAG Bill Pay Named Finalist for PAM Awards 2020 Fri, 13 Dec 2019 03:00:00 -0500 Recognizing top service providers in the private asset management space []
Miami/Memphis Advisory Groups Announce Merger Fri, 13 Dec 2019 03:00:00 -0500 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 areas of Wealth Management and Financial Planning. Mr. Auerbach has been named a Managing Director of MAS Advisors and part of []
MAS Advisors, LLC
DataPath, Inc. Whitepaper Reveals Survey Findings of Employee Familiarity of HSA and FSA Benefits Thu, 12 Dec 2019 11:00:00 -0500 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 in August 2019 that focuses on employees and their benefits knowledge. The technology firm also offers helpful suggestions for []
Lamine Zarrad of Joust Accepted Into Forbes Finance Council Thu, 12 Dec 2019 03:00:00 -0500 Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms. []
Feeling Overwhelmed by Estate Planning & Elder Law? Scott Squillace, Esq. of Squillace & Associates, P.C. Shares Answers to Common Questions in His Latest Book Mon, 09 Dec 2019 08:00:00 -0500 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 []
Squillace & Associates, P.C.
SoKay Launches SoKay Borrowers to Help People Borrow From Friends and Family in a Better Way Thu, 28 Nov 2019 03:00:00 -0500 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. []
LC Well Conducted Financial Wellness Workshop Wed, 27 Nov 2019 03:00:00 -0500 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 on practical and meta ways to bring in a flow of financial wellness in one’s life. This workshop stressed the need of a []
LC Well
Dr. Wendy Labat Offers Free Enrollment Service Until December 15 through Financial Cures Program Mon, 25 Nov 2019 16:06:48 -0500 Easing the Pains of Financial Difficulty One Text at a Time as Long as You Make the December 15 Deadline []
The Financial Cures LLC
SoKay Releases SoKay Protocol for Friends and Family Loans Fri, 22 Nov 2019 03:00:00 -0500 SoKay Releases World’s First Protocol for Guiding Money Lending and Borrowing Behavior Between Friends and Family. SoKay Protocol 1.0 is Going Public. []
iGrad and Wellable 2020 Employee Financial Wellness Report Reveals Older Workers and Millennials Struggling Most Wed, 13 Nov 2019 03:00:00 -0500 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. []
Meadows Bank Net Income Up 21% Thu, 07 Nov 2019 10:07:00 -0500 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 which represented a 12% growth or $85.2 million over loans outstanding at September 30, 2018. Meanwhile, Total Deposits grew by []
Meadows Bank
Sound Royalties Defies Stereotype, Revolutionizes Music Financing in the Artist-Driven Digital Economy Thu, 07 Nov 2019 03:00:00 -0500 Embraced by Creatives, Business Model Offers a Quality Alternative to Traditional Banks []
Sound Royalties
Bank of Clovis Partners with iGrad for Financial Wellness Education Tue, 05 Nov 2019 03:00:00 -0500 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. []
Breast Cancer Survivor Launches Financial Cures Program Mon, 04 Nov 2019 17:11:17 -0500 Dr. Wendy Labat Speaking on her new program: “Budgeting: Diagnosing Your Financial Health” at the Atlanta Small Business Expo November 14, 2019. []
The Financial Cures LLC
Enhanced Website Provides Long-Term Care Planning Resources Fri, 25 Oct 2019 07:07:00 -0400 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. 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 []
McCann LTC
Groot Systems Closes USD $2 Billion in Strategic Funding Led by US-Based RNS Ventures Fri, 25 Oct 2019 03:00:00 -0400 This funding of USD $2 billion (NAD $29.34 billion) sets the company’s valuation at USD $30 billion (NAD $484.8 billion), and PineSuisse is taking 70% of equity in Groot Systems, for its funding. []
Groot Systems (Pty) Ltd
Hedge Fund Lab Launches Its Startup Fund Accelerator Wed, 23 Oct 2019 11:00:00 -0400 A dedicated accelerator program to support early-stage portfolio managers. []
Hedge Fund Lab
iGrad Partners with Dot Foods to Provide Financial Wellness Education to 2,500 Employees Tue, 22 Oct 2019 17:09:24 -0400 Dot Foods rolled out Enrich’s white label financial wellness platform in June, calling it “Money Matters” and promoting it to 2,500 headquarter employees via social media, company intranet, emails, direct mail and more. More than 300 employees have already started participating. []
Nectar Personal Loans a Viable Alternative to Expensive Credit Card Debt, Company Says Thu, 17 Oct 2019 20:02:16 -0400 The steep interest rates on credit cards can undermine their convenience, and personal loans with lower rates should be considered an attractive option to consolidate credit card debt, according to Nectar. One of New Zealand’s leading online loan companies, Nectar believes that using a personal loan for credit card payments makes sound financial sense for Kiwis struggling with mounting debts. Late credit card []
Nectar Finance
The Society for Financial Awareness (SOFA) is Proud to Announce Their Newest Chapter Member – Gary S. Williams, Who Will Represent the Baltimore, Maryland Area Thu, 17 Oct 2019 03:00:00 -0400 SOFA is a nationwide nonprofit organization with the mission to end financial illiteracy across America, one community at a time. They are comprised of various working financial professionals who volunteer a Pro Bono service to their communities by conducting free financial educational workshops and seminars to companies, churches and other organizations. []
Williams Asset Management
Santa Clara University Announces Partnership and Relationship Center Opening with University Credit Union Tue, 15 Oct 2019 15:56:42 -0400 University Credit Union partners with Santa Clara University. []
University Credit Union
The Society for Financial Awareness (SOFA) is Proud to Announce Their Newest Chapter Member – Nicholas Ibello, CFP®, AIF®, Who Will Represent the Baltimore, Maryland Area Sun, 13 Oct 2019 03:00:00 -0400 SOFA is a nationwide nonprofit organization with the mission to end financial illiteracy across America, one community at a time. They are comprised of various working financial professionals who volunteer a Pro Bono service to their communities by conducting free financial educational workshops and seminars to companies, churches and other organizations. []
Williams Asset Management
U.S. News & World Report Ranks Southern Utah University Among Top 10 for Lowest Student Debt Wed, 02 Oct 2019 03:00:00 -0400 According to U.S. News & World Report, Southern Utah University is one of the top universities in the country in ensuring its students aren’t loaded down with debt when they graduate. []
Southern Utah University
BitRoyal Exchange Ltd. is Globally Launching a New Crypto Trading Platform Tue, 01 Oct 2019 14:09:24 -0400 BitRoyal today announced the launch of its globally accessible crypto-currency exchange, a best-in-class platform for its growing community of partners and budding traders to enable the trading of digital assets. The exchange will also drive continued momentum for one of the economy’s fastest growing financial product. []
BitRoyal Ltd.
“What Key Estate Planning Tools Should I Know About?” by Michael Arnheiter at Baystate Financial in Boston, MA Tue, 17 Sep 2019 09:00:00 -0400 By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? “Wills and trusts are two of the most popular estate planning tools. Both allow you to spell out how you would like your property to be distributed, but they also go far beyond that,” says Michael Arnheiter of Baystate Financial in Boston, MA. []
Baystate Financial
iGrad Annual Student Loan Counseling Included in Department of Education Initiative Mon, 16 Sep 2019 11:26:02 -0400 iGrad’s video-based annual student loan counseling courses are being used at three universities that are part of the U.S. Department of Education Experimental Sites Initiative (ESI). The purpose of this initiative is to study more effective ways to counsel students about their student loans. []
Advisors Capital Management Welcomes Kevin E. Strauss as Managing Director and Portfolio Manager Fri, 13 Sep 2019 14:26:18 -0400 Former Abner Herrman & Brock Asset Management Vice Chairman Kevin E. Strauss joins Advisors Capital Management bringing municipal bond expertise. []
Advisors Capital Management
Advance Capital Management Earns Three Names on Forbes Best-in-State Next-Gen Advisors List Thu, 12 Sep 2019 03:00:00 -0400 Advance Capital Management is pleased to announce that three of its financial advisors, Daniel McHugh, Michael Hohf and Terra Hohf, have been named to Forbes magazine’s 2019 Best-in-State Next-Gen Wealth Advisors list. The list recognizes the top young wealth advisors in each state. This year’s list features more than 1,485 advisors from across the country that collectively manage assets amounting to more []
Advance Capital Management
iGrad and APTA Recognized with Power of A Gold Award for Financial Solutions Center Wed, 11 Sep 2019 10:25:05 -0400 iGrad and the American Physical Therapy Association were recognized with the Power of A Gold Award – the association industry’s highest honor – for their financial wellness partnership. []
The College Investor Named Best Student Loan Debt Blog of 2019 Mon, 09 Sep 2019 15:51:00 -0400 The College Investor was named the Best Student Loan Debt Blog of 2019 at the Tenth Annual Plutus Awards for their outstanding work helping individuals navigate the complex world of student loan debt. This is the eighth year The College Investor has been nominated for a Plutus Award and their third win. Robert Farrington, founder of, is honored to be recognized by his peers in the financial media []
The College Investor
Mind Over Matter: Emotions vs. Logic in Finances by Rice Financial Group Wed, 04 Sep 2019 12:00:57 -0400 With the end of summer, investors are faced with trade wars, inverted yield curves, increased market volatility, and talk of recessions and even depressions. While a clients’ first response might be to bury their heads in the sand, it’s actually a good time to reassess how to make financial decisions. []
Rice Financial Group
Revolutionizing the Insurance Industry with Technology – LegacyArmour and Levinson & Associates Form Alliance Wed, 04 Sep 2019 09:00:00 -0400 LegacyArmour – an InsurTech/FinTech disrupter, and Levinson & Associates – A National Insurance Marketing Company — are proud to announce an alliance that will put cutting-edge, revolutionary technology to work for all of its agents and clients. “Levinson and Associates’ broad nationwide reach and commitment to using technology will help their agents be more efficient, stay relevant, and will []
Massimiliano De Santis Launches New Financial Planning Firm with XY Planning Network Wed, 04 Sep 2019 09:00:00 -0400 DESMO Wealth Advisors, LLC to drive change towards values-based financial planning for individuals and families with a passion for travel, the outdoors, and a focus on traditional values. []
DESMO Wealth Advisors, LLC Offers Cryptocurrency Traders What Other Platforms Have Denied Them – Anonymity Sun, 01 Sep 2019 03:00:00 -0400 Developed by Innovative Solutions, the creators of successful mining application BetterHash, was conceived to address critical complaints cryptocurrency investors voiced about the existing cryptocurrency exchange platforms. The resulting platform executes crypto exchanges that are anonymous, fast and inexpensive. []
Innovative Solutions
New Financial Wellness Benefit, Sherpa, Launches Fri, 23 Aug 2019 15:26:15 -0400 ALTO Solutions Group, LLC is set to roll out Sherpa, a personal finance platform, for employers looking to enhance their voluntary benefits program with a Financial Wellness software solution. In a 2019 survey, PwC reports that 59% of employees report personal financial issues as being a distraction at work and their number one life stressor. ALTO is proud to help companies increase employee retention and engagement []
Alto Solutions Group
DataPoints & AFCPE® Form Partnership to Blend Financial Psychology Technology with the Leader in Financial Counseling, Coaching, & Education Thu, 22 Aug 2019 03:00:00 -0400 The partnership will benefit AFCPE® members and DataPoints clients, with the ultimate goal of helping improve the financial lives of individuals. []
Life as a Vacation – Official Book Release Mon, 19 Aug 2019 18:03:57 -0400 Living our life as a vacation. []
VRP Equity
Michael Arnheiter at Baystate Financial Just Added a New 32 Page Flipbook Entitled, “Wealth Preservation: Planning to Leave a Legacy” Sun, 18 Aug 2019 03:00:00 -0400 These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. []
Baystate Financial
CreditSnap, a Consumer Lending FinTech Platform, Emerges from Stealth Mode After Reaching 100K Consumer Loan Applications Milestone Fri, 16 Aug 2019 03:00:00 -0400 CreditSnapTM Re-Imagines Consumer Lending Experience for Both Borrowers and Lenders (Banks and Credit Unions). Focused on High Performance Digital Experience, Soft Inquiry based PreQualification and LOS Automation, CreditSnap Consistently Generates +30% More Loans While Lowering Originations Costs by 40%. []
CreditSnap Inc.
Innovation Guided by the Importance of Family: Global Payment Processor, SolidTrust Pay, Introduces New, Low-Cost International Bill Payment Service Sun, 11 Aug 2019 03:00:00 -0400 SolidTrust Pay, a global e-commerce payment processor based in Canada, is offering an alternative to PayPal Xoom’s cross-border bill payment service. Bill Pay, Your Way, was launched in 2018 and boasts an impressive network of more than 600 billing partners in 18 countries. The service was launched to help SolidTrust Pay’s members better manage and support their families’ needs around the world. With no []
SolidTrust Pay
Rice Financial Group Offers Advice on Managing Debt Sat, 10 Aug 2019 03:00:00 -0400 How to manage your debt wisely, How do we do this? Or know what debt is good, and what debt is bad? []
Rice Financial Group Announces a Strategic Partnership with Great Gulf / La Clara Thu, 08 Aug 2019 03:00:00 -0400 announces a strategic partnership with Great Gulf / La Clara. Located on the iconic South Flagler drive in West Palm Beach, La Clara is a luxury 25 story, waterfront tower consisting of only 83 residences. []
Palm Beach Hedge Fund Association
Meadows Bank Sees 20% Deposit Growth Tue, 06 Aug 2019 10:12:00 -0400 Meadows Bank, headquartered in Las Vegas, NV, announced today that it posted Net Income After Tax of $8,730,000 in the first half of 2019 which was 14% higher than the $7,629,000 it earned during the same period in 2018. At June 30, 2019 the bank had Total Loans of $806.8 million which represented a 15% growth or $104.7 million over loans outstanding at June 30, 2018. “Despite concerns of softening in the national []
Meadows Bank
Zero Compromises: a New Era of Mobile Banking That Combines a Premium Debit-Style Experience with Credit Card Rewards Tue, 30 Jul 2019 09:00:00 -0400 Zerocard offers up to 3.0% cash back on all qualified purchases; enables users to track spending, make payments and more through one seamless app. []
Zero Financial
NobleSpirit Announces the Introduction of (SMI) Stamp Market Index, Powered Exclusively by eBay Fri, 26 Jul 2019 09:34:45 -0400 Stamp Market Index (SMI) is a first-of-its-kind tool and resource, with data never before available. ​​​NobleSpirit, the leading dealer of asset class stamps, coins and collectibles on eBay, this morning announced the introduction of Stamp Market Index (SMI), a new phase going forward in the continued dominance by eBay in the stamp market industry. NobleSpirit holds the distinction of selling many of []
The Next Millionaire Next Door, the Follow-Up to Its Best-Selling Predecessor, Now Available in Audio Thu, 25 Jul 2019 04:01:00 -0400 Four Decades of Research Reveals What It Takes to Become Wealthy Today []
TAG Bill Pay Partners with Cheque Guard, a Total Check Fraud Solution Thu, 25 Jul 2019 03:00:00 -0400 The Cheque Guard suite of products is the industry-leading answer to combating check fraud. []
Capital Way Releases a Review on Libra Currency Wed, 24 Jul 2019 07:13:48 -0400 Recently, Facebook released a detailed report about its coin, named “Libra.” How Will It Work? Who will be the eligible users? Capital Way has published a new review about the currency. []
Capital Way
HealthPoint Plus, Inc. Launches Fundable Campaign in Final Private Offering Before Planned IPO Mon, 15 Jul 2019 08:00:00 -0400 HealthPoint Plus announced today that it will offer its last private funding on the Fundable platform. The company is planning to file its Form S1 to be listed as a public company at the conclusion of this offering. []
HealthPoint Plus, Inc.
San Francisco Startup SMBX Launches This Summer with a New Way for Small Businesses to Raise Capital Thu, 11 Jul 2019 11:00:00 -0400 In late July 2019, local profitable businesses can issue bonds on a new platform, the SMBX (, to raise money. People can buy these businesses’ bonds, support the businesses they love, and earn principal plus interest monthly. Businesses get the capital they need to grow; people earn the profits from financing charges that would ordinarily go to the bank – a true wealth of the commons. []
SMBX, Inc.
Kipley Lytel & Montecito Capital Management Awarded 2019 Wealth Management Firm of the Year for Southern California Fri, 21 Jun 2019 03:00:00 -0400 Wealth & Finance magazine have announced Montecito Capital Management, and its Founder Kipley J. Lytel, Winners of the 2019 Wealth & Money Management Award for Southern California. []
Montecito Capital Management Group
Population Health Alliance Announces 2019 Innovation Summit and Capitol Caucus in Washington, D.C. Fri, 21 Jun 2019 03:00:00 -0400 Improving Health Through Financial Security: The Common Denominator Across Social Determinants and Populations []
Population Health Alliance
myLifeSite Launches Web-based Financial Tool for Life Plan Communities Thu, 20 Jun 2019 03:00:00 -0400 myLifeSite, a Raleigh, North Carolina-based company that develops online planning tools and resources to help seniors make informed choices about retirement living, has unveiled a new resource that will make it easier for life plan community prospects to examine the affordability of a community. MoneyGauge is a proprietary online financial tool developed by myLifeSite, which will be offered through the websites of life []
My LifeSite
Discovery Benefits, PeopleGuru Team Up to Save Clients Time Fri, 14 Jun 2019 03:00:00 -0400 Newly formed partnership produces integrations that benefit mutual clients and consultants. []
Discovery Benefits
Century Debt Solutions, Inc. Achieves the Consumer Services Award for the 4th Consecutive Year Mon, 10 Jun 2019 03:00:00 -0400 Century Debt Solutions, Inc., a premier debt collection agency located in Woodland Hills, California was recognized for the 4th consecutive year for delivering outstanding customer service and its commitment to protecting creditor rights by taking a results-driven but ethical approach to debt collecting. The Woodland Hills Awards Program celebrates companies that continuously provide consumers with effective world class []
Century Debt Solutions Inc.
TAG Expands Into New York City with New Office Location Fri, 07 Jun 2019 03:00:00 -0400 The demand for Family Bill Pay services prompts TAG to sign an office lease in order to accommodate new sales and existing clients in that region. []
OnPoint Community Credit Union Partners with iGrad to Offer the Enrich Financial Wellness Platform Thu, 06 Jun 2019 03:00:00 -0400 OnPoint Community Credit Union is making the award-winning Enrich financial wellness platform available to its nearly 370,000 members. []
Thinking Robots and a New Type of Robot Assistant: Travelmate Robotics Tue, 04 Jun 2019 11:07:45 -0400 The world is witnessing the start of the age of robotics. An all purpose robot assistant that can carry your things for you – it’s like if you mixed R2D2 with a butler and a suitcase. A person uses their smartphone everyday because it’s a portable supercomputer available at the tips of your fingers, so how do companies do the same thing for robotics, and what makes them think that robots are going to be a part of []
Travelmate Robotics
FD Financial and FH1-40 Company Are Marketing Worldwide the Only One of Its Kind L140, a Hearing Test for the Infant In Utero Thu, 30 May 2019 12:06:00 -0400 The L1-40 is the only noninvasive device of its kind that can detect if an Infant will be born deaf or hearing impaired In Utero. By having this knowledge early on, the mothers’ physician can act sooner to resolve the issue when possible. The L1-40 is being prepared for national marketing. []
FD Financial, Corp.
RPA Names Rob Mangano Director – Client Relations Sat, 18 May 2019 03:00:00 -0400 Deep public sector retirement plan experience and commitment make for a strong match []
Retirement Plan Advisors
Linda K. Holt Honored on the Reuters Billboard in Times Square in New York City by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) Thu, 09 May 2019 03:00:00 -0400 Linda K. Holt of Sterling, Virginia has been honored on the famous Reuters Billboard in Times Square in New York City by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and achievements for over 37 years primarily in the field of financial planning and analysis and in administrative management positions. Times Square is one of the world’s most visited []
P.O.W.E.R. Professional Organization of Women of Excellence Recognized
New Record for Timeshare Owners Assisted at Celebration Resort Relief, Inc. Fri, 26 Apr 2019 03:00:00 -0400 “It’s not enough to listen. When you are in the business of helping people, you need to know what their needs are before even they do.” – Joe Valinho, President of Celebration Resort Relief, Inc. []
Celebration Resort Relief
iGrad Receives Pension & Investments Eddy Award for Enrich™ Financial Wellness Platform Wed, 24 Apr 2019 03:00:00 -0400 iGrad recently was recognized with a Pension & Investments Eddy Award for its Enrich™ financial wellness platform. iGrad was honored along with Virginia Retirement System (VRS), an independent state agency that offers the Enrich platform to its 700,000 members. iGrad and VRS received the top score for public plans. Enrich is used by both public retirement plans and private retirement plan sponsors. VRS offers []
Celebration Resort Relief, Inc. Becomes a Member of the Jacksonville IT Council Wed, 24 Apr 2019 03:00:00 -0400 “It’s not enough to do a good job. There’s always a way to improve on what’s good and make it better.” – Joe Valinho, President of Celebration Resort Relief, Inc. []
Celebration Resort Relief
TAG Creates a Niche with Bill Pay Services and Announces Staff Promotion Mon, 22 Apr 2019 15:21:50 -0400 Jennifer Silva-Reis Named Accounts Payable Supervisor for TAG Bill Pay, an Outsourced Solution for Family Offices and Individuals with a Complex Financial Life. []
Aaron Slye Joins Fidelity Bank of Texas as Vice President – Loan Officer Tue, 09 Apr 2019 12:41:58 -0400 Fidelity Bank of Texas is under new leadership. Harry Geib was hired as bank president in August 2018, and he has a renewed emphasis on commercial growth, including expanding FBOT’s commercial lending team. []
Fidelity Bank of Texas Opens Their First Bitcoin ATM Locations Mon, 01 Apr 2019 09:43:11 -0400 now has two locations for their Bitcoin ATMs, both in Orange County. The company has plans to open 30 more ATM locations in the next two years. []
iGrad Creates First Financial Wellness Personality Assessment Fri, 29 Mar 2019 03:00:00 -0400 iGrad/Enrich has created a first-of-its-kind financial behavior assessment, now available on its interactive financial wellness platforms. []
Combating Financial Illiteracy: The CJ Berry Group Recognizes Need for Greater Financial Education in the Community Tue, 26 Mar 2019 09:42:31 -0400 The Brighton, MI Chapter of AFEA started when The CJ Berry Group recognized a need for greater financial education in the community. Chris and The CJ Berry group has a history of educating the community; they are one of the biggest supporters of the Alzheimer’s Association and last year contributed over $12,000 to the Alzheimer’s Association. []
Castle Wealth Group
Grande AMA & Associates LLC Investment Program Creates Cash Flow and Builds Wealth Sat, 23 Mar 2019 15:00:00 -0400 Notice of a new website and learning about Grande AMA. Notice that Grande AMA is growing and that they have a team. []
Grande AMA & Associates
ArrowShade Announces New Leadership and Executive Changes as the Company Plans for Growth in 2019 Fri, 22 Mar 2019 08:00:00 -0400 ArrowShade is happy to announce exciting leadership changes as the company plans for network growth. []
ICO Spotter Publishes Guide on the Best Altcoin Exchanges of 2019 Thu, 21 Mar 2019 10:00:00 -0400 Top ICO Listing Site, ICO Spotters, Shares Their Comprehensive Guide to the Most Trustworthy, User Friendly, and Proven Cryptocurrency Exchanges on the Market Today []
ICO Spotters
Best Financial Services Website to be Named by Web Marketing Association in 23rd Annual WebAward Competition Wed, 13 Mar 2019 09:03:00 -0400 The 23rd annual international WebAward Competition for Web site development at is now accepting entries. The WebAwards is the standards-defining competition that sets benchmarks for 96 industries, including banking, credit union, insurance, investment, mutual funds and financial services websites, based on the seven criteria of a successful web site. The deadline for Financial-related web sites to enter []
Web Marketing Association
Most Long-Term Care Insurance Claims End Due to Death Reveals New AALTCI Study Wed, 13 Mar 2019 03:00:00 -0400 The findings of a study of long-term care insurance claims released today by the American Association for Long-Term Care Insurance reveal that most policy claims end due to the death of the claimant. AALTCI director explains relevance of this information to consumers considering insurance coverage. []
American Association for Long-Term Care Insurance
MARC Applauds Bipartisan Bill to Improve Medicare Secondary Payer Policy Thu, 28 Feb 2019 14:20:11 -0500 Commonsense legislation aims to reform a broken MSP process, increase stakeholder certainty and remove barriers to care. []
Medicare Advocacy Recovery Coalition
Medlaw Publishing is Pleased to Announce That Its Non-Fiction Book, “Capitol Hill’s Criminal Underground” is Now Available at Amazon and Barnes and Noble Wed, 27 Feb 2019 15:12:24 -0500 With the release of the non-fiction book, “Capitol Hill’s Criminal Underground,” the authors believe Americans will finally be told about one of this country’s longest running, government supported criminal enterprises. The book aims to name the individuals and present the evidence of their crimes. []
Richard Lawless, Author
Cryptorefills Enables Bitcoin Purchases Across 600 Mobile Operators Fri, 22 Feb 2019 07:02:00 -0500 In advance of the upcoming MWC19, Cryptorefills expands its partnership network enabling access to over 600 Mobile Network Operators globally. Mobile phone credit is used for airtime, for data traffic and is increasingly used for mobile payments and remittance. Cryptorefills today enables its users to purchase mobile phone prepaid credit and data bundles using Bitcoin and other Altcoins across 600 mobile operators in over []
The Brevity Group Cracks the Code in Saving Homes Thu, 21 Feb 2019 14:32:28 -0500 The Brevity Group is a professional team of experts leveraging banks into fair negotiation terms. []
The Brevity Group LLC
Barbara S. Haardt Honored with a P.O.W.E.R. Podcast by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) Thu, 21 Feb 2019 03:00:00 -0500 Barbara S. Haardt of Frankford, Delaware has been Honored with a Podcast by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and achievements in the field of financial services. Podcasts are pre-recorded audio interviews which give P.O.W.E.R. members the opportunity to convey a message or story. This is a great way to increase exposure and market reach and the []
P.O.W.E.R. Professional Organization of Women of Excellence Recognized
Mission Federal Credit Union Survey Finds San Diegans Are Concerned About Housing Market Thu, 14 Feb 2019 11:00:00 -0500 Mission Federal Credit Union, San Diego’s largest, locally-based financial institution exclusively serving San Diego County, has conducted a survey to learn about how San Diegans feel about the housing market in San Diego County. The housing market has been challenging for many San Diegans the past several years, causing Mission Fed to want to learn more about how to help make the buying process easier and more []
Mission Federal Credit Union
Historic Dual Enrollment Program Receives Final Approval for SUU and Southwest Tech Wed, 13 Feb 2019 03:00:00 -0500 A historic partnership between Southern Utah University and Southwest Technical College received final approval to become one of the first dual enrollment programs of its kind in the nation. []
Southern Utah University
Mission Federal Credit Union Conducts Survey to Learn How San Diegans Shop for Cars Mon, 11 Feb 2019 11:00:00 -0500 Mission Federal Credit Union, San Diego’s largest, locally-based financial institution exclusively serving San Diego County, conducted a survey of 400 San Diegans between the ages of 25 and 54, to learn about how San Diegans shop for a new vehicle. Questions explored how survey participants shop for auto loans, whether they intend to lease or purchase with cash, how long they’ve had their current vehicle and []
Mission Federal Credit Union
Mission Federal Credit Union Surveys San Diegans About Their Credit Habits Thu, 07 Feb 2019 11:00:00 -0500 Mission Federal Credit Union, San Diego’s largest locally based financial institution exclusively serving San Diego County, has conducted a survey of 400 San Diego County residents between the ages of 25 and 54, asking questions about credit card use and paying down credit card debt. The survey asked participants what purchases they made with credit cards, how many active credit cards they use, what their balance []
Mission Federal Credit Union
Meadows Bank Net Income Rises 33% in 2018 Wed, 06 Feb 2019 08:05:00 -0500 Meadows Bank, headquartered in Las Vegas, NV, announced today that in 2018 the Bank’s After Tax Net Income grew 33% to $15.8 million, up from 11.9 million in 2017. As of December 31, 2018, Total Assets of Meadows Bank grew by 9% from the prior year end to $858.7 million from $791.0 million. The Bank’s loan portfolio grew by 10% or $70.8 million from $682.1 million to $752.9 million. In addition, Total []
Meadows Bank

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