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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.

RSS Get Email Alert FairMedBill Launches Platform to Streamline Medical Bill Error Detection and Do It Yourself Dispute Resolution

FairMedBill.com, a HIPAA-compliant tool with a ten-engine error detection system, comes at a critical time as consumers increasingly seek digital-first solutions for reviewing and disputing erroneous medical bills. - February 20, 2026 - FairMedBill

CommonWealth One Celebrates Grand Opening of New Seminary Road Branch, February 23–27

CommonWealth One Federal Credit Union is pleased to announce the Grand Opening Celebration of its newest branch, located at 4900 Seminary Road, adjacent to the Mark Center in Alexandria. This marks the credit union’s second new Alexandria location in less than a year, following the successful... - February 14, 2026 - CommonWealth One Federal Credit Union

Guitar of Freedom, Inc. Announces Support Initiative for Injured Veteran Following Fatal Florida Crash

Guitar of Freedom, Inc. announces a fundraising initiative to support Michael "Mikey" Owings, a U.S. Navy veteran critically injured in a five-vehicle crash near Lake Wales, Florida. The collision resulted in four fatalities and multiple injuries. Owings has undergone several surgeries and faces a lengthy recovery. The organization helped establish a campaign to assist with medical and rehabilitation expenses. - February 13, 2026 - Guitar of Freedom, Inc.

Incode Group Launches Piedwork, a Comprehensive Revenue Insights and Receivables Platform

Incode Group is an international provider of software development outsourcing, specializing in custom digital solutions and business-focused technology products. Today, the company announces the launch of Piedwork, a comprehensive financial insights and reporting solution. Piedwork is the first... - February 04, 2026 - Incode Group

Ella Rivkin Featured in Luxury Miami Magazine for Her Strategic Approach to Tax Planning and Wealth Protection

The ERPS Group CEO shares insights on navigating Miami’s unique tax landscape and why strategy—not income alone—determines long-term financial success. - January 29, 2026 - ERPS Group

iGrad Partners with Arkansas Financial Education Commission to Launch Enrich Financial Wellness Platform

iGrad has partnered with the Arkansas Financial Education Commission (AFEC) to deliver Enrich, a free, unbiased financial wellness platform designed to help Arkansans build practical money skills, strengthen financial confidence, and make informed decisions for the future. Accessible anytime on desktop or mobile, the platform offers interactive, self-paced financial education tailored to each user’s unique needs and stage in life. - January 21, 2026 - iGrad

The College Investor Unveils Best Tax Software for 2026

The College Investor released its Best Tax Software for 2026 list, ranking top platforms based on cost, ease of use, features, and real-world testing. FreeTaxUSA earned Best Overall, with category leaders including Cash App Taxes, TaxSlayer, TurboTax, and H&R Block for specific tax filer needs. - January 17, 2026 - The College Investor

The College Investor Releases 2026 Rankings of the Best Online Stock Brokers

The College Investor released its 2026 rankings of the Best Online Stock Brokers, based on a national survey of 600 U.S. investors, hands-on testing, and product analysis. With commission-free trading now standard, the rankings focus on research tools, long-term investing support, and platform reliability. Fidelity earned the top spot, followed by Charles Schwab, Robinhood, Vanguard, and SoFi. - January 04, 2026 - The College Investor

Strathmore’s Who’s Who Worldwide Names Charles L. Cooper a Professional of the Year for 2026

Charles L. Cooper of Greeley, Colorado, has been recognized as a Professional of the Year for 2026 by Strathmore’s Who’s Who Worldwide. He received this honor as a testament to his outstanding contributions and achievements in the field of finance and retirement planning. About Charles... - December 31, 2025 - Strathmore Worldwide

New Book “Unlocking the Mysteries of Silver” Reveals the Untold Story Behind the World’s Most Overlooked Precious Metal

Author Daniel Jesse connects history, science, and modern economics to reveal why silver may hold the key to our financial future. - December 29, 2025 - Daniel Jesse

Bitcoin Trend in 2026 is Difficult to Predict, and Investors Prefer Poain Staking, Which Does Not Require Constant Monitoring

As of December 26, 2025, Bitcoin price is $89,050. Market cap is $1.776 trillion, while 24-hour trading volume reaches $32.71 billion. Due to the enormous difference in institutional predictions for 2026 which vary from $150,000 to $250,000, combined with a forecasted 43% volatility in 2025, the... - December 27, 2025 - Poain BlockEnergy

Calculus Tax, Inc. Launches FreshRelief Educational Platform Ahead of Tax Season to Address Widespread Tax Filing Avoidance

Calculus Tax, Inc. announced the launch of FreshRelief, an educational tax relief platform designed to help individuals understand unresolved tax issues and IRS resolution options ahead of the upcoming tax season. The platform focuses on filing status clarity, common IRS notices, and relief pathways, aiming to reduce fear-driven tax avoidance through transparency and structured guidance rather than sales-driven engagement. - December 27, 2025 - Calculus Tax, Inc.

The DIME Program Redefines Economic Mobility with Five Years of Proven Wealth Distribution

Celebrating five years of impact, the DIME Program is redefining the path to financial independence. By integrating direct wealth distribution with comprehensive wealth literacy, the program empowers the next generation to move beyond participation and into positions of economic power and long-term growth. - December 19, 2025 - DIME Program

Seizing the Opportunity of Fed Rate Cuts: VinceTrust Builds the SOL Gold Growth Portfolio, Opening New Wealth Pathways for Global Investors

Global markets are entering an unprecedented turning point, with rising expectations of Fed rate cuts, gold and core assets regaining focus, and global stock markets entering positive territory. For investors, this is not just a market trend, but also a crucial window to reposition wealth growth. - December 17, 2025 - Vince Trust

UK Financial Ltd Appoints Alexes Crespo as Chief Financial Officer

UK Financial Ltd strengthens its leadership with Alexes Crespo as CFO as the company moves closer to becoming the world’s first fully compliant tokenized ecosystem. - December 10, 2025 - UK Financial Ltd

Existing-Home Sales Expected to Rise 14% in 2026 — Despite December Slowdown, Heartland Buys Continues Delivering Fast Cash Offers Before the Holidays

While many traditional buyers step back during the holiday months, Heartland Buys, a leading Gulf Coast cash home buyer, continues providing homeowners with fast, reliable cash offers to help them sell their house quickly — even before the holidays. - December 03, 2025 - Heartland Buys

Black Financial Advisor Warns "Beware the Merchants of Debt!"

Certified Financial Planner Jayson Thornton warns the Black community to "Beware the Merchants of Debt." Problematic consumer debt disproportionately affects Black Americans, even those with higher incomes. Thornton highlights two threats: Debt Traps: High-interest loans from pay-advance apps (up to 383% APR) and short-term lenders (200%–500% APR) which keep consumers paying fees. Fake Gurus: Scams using unrealistic guarantees, high-pressure tactics, pyramid structures, and hidden fees. - December 01, 2025 - Pocket Watcher LLC

Heartland Buys Releases New Report on How Current Mortgage Rates Are Impacting Homeowners and Cash Buyers in 2025

Heartland Buys, a leading real estate investment company helping Gulf Coast homeowners sell their house for cash, today released new insights into how historically high mortgage rates are reshaping the housing market for both sellers and cash buyers. - November 19, 2025 - Heartland Buys

Bryson Financial Announces Expansion with New Newport Beach Office

Bryson Financial, a trusted insurance, benefits, and wealth management company serving private equity firms, is proud to announce the opening of its expansion office in Newport Beach on December 1. - November 19, 2025 - Bryson Financial

Breakwater Accounting & Advisory Launches Dedicated Private Client Segment

Breakwater Accounting & Advisory is excited to announce the official launch of its Private Client Segment, a specialized division designed to serve high-net-worth individuals, family offices, and closely held entities with a tailored, confidential, and comprehensive approach to financial... - November 12, 2025 - Breakwater Accounting + Advisory

Fundraising Effectiveness Project Data for Q2 2025 Shows Increases in Dollars Raised, Suggesting Potential Donor Growth Stability

Q2 2025 fundraising data from the Fundraising Effectiveness Project (FEP), released today, shows an increase of 2.9% in total dollars raised by nonprofits compared to 2024 levels, driven largely by larger gifts. Despite the rise in total dollars, the number of donors declined by 1.9%... - October 30, 2025 - GivingTuesday

The Resource Center Insurance Services Partners with Cincinnati Insurance Company to Enhance Personal Lines Insurance Offerings

The Resource Center Insurance Services has partnered with Cincinnati Insurance Company to expand personal lines insurance in Southwest Missouri. This collaboration provides clients with more comprehensive coverage and highlights both companies' commitment to personalized service and strong customer relationships. - October 27, 2025 - The Resource Center, Inc.

TruDecision and Odessa Announce Strategic Partnership to Drive Lender Success

TruDecision Inc., a leading credit risk analytic solutions provider, announced it has entered into a partnership with Odessa Technologies, Inc. (Odessa), a leading global provider of asset finance software to deliver an integrated AI-based solutions platform through their existing loan origination... - October 10, 2025 - TruDecision Inc.

New Book Empowers Women to Take Control of Their Finances: "Smart Money Moves for Women"

New book release: "Smart Money Moves for Women" empowers women to take control of their finances & build wealth with confidence. - October 07, 2025 - B&M Financial Management Services, LLC

Crown Heights Market Report. Valerie Sebbag Reports that Crown Heights home market continues its strong growth in 2025.

Discover the latest developments in Crown Heights real estate as Valerie Sebbag and 555 Properties LLC showcase market trends, investment opportunities, and premium home sales. Stay informed with insights from a trusted local expert driving growth and activity in the Brooklyn community. - September 30, 2025 - 555 Properties LLC

RockToken Launches Cloud-Based Blockchain Infrastructure and RockCoin Utility Token Presale

Rocket Finance Limited, the company behind RockToken, has unveiled a cloud-based blockchain infrastructure platform and announced the presale of its native utility token, RockCoin. The new platform provides scalable computing resources that remove barriers such as costly hardware and technical complexity, making decentralized participation more accessible. RockCoin underpins the ecosystem by granting access to services and supporting future governance features. - September 29, 2025 - RockToken

Dick Bransford Joins Team at Merit Investment Bank as Managing Director

McGavock Dickinson (“Dick”) Bransford, CM&AA joins as Managing Director at Merit Investment Bank. Dickinson Bransford is a trusted investment banker with over two decades of M&A and capital markets experience, advising technology-driven and innovation-focused companies across... - September 21, 2025 - Merit Investment Bank

AltQuick.com Announces Continued Support for Bitcoin Testnet 3 Trading Amid Testnet 4 Launch

AltQuick.com, a Bitcoin-based altcoin exchange in Dover, DE, will continue supporting Bitcoin Testnet 3 trading as long as it’s safe, despite Testnet 4’s launch. As the only exchange offering Testnet markets, it allows trading from older Testnet versions to the latest. The platform’s no-KYC swap tool and free crypto faucet aid developers in testing across both networks, ensuring flexibility and innovation. - September 07, 2025 - AltQuick.com

EvaFi Reveals Hidden Costs of Credit Card Minimum Payments

EvaFi reveals the hidden costs behind minimum credit card payments and what consumers need to know. - September 03, 2025 - Evafi

Stokes Family Office Welcomes Daniel Becker as Managing Director

Stokes Family Office, LLC, an SEC-registered investment adviser and a leading wealth management firm serving families and businesses throughout the country, is pleased to announce the addition of Daniel Becker as Managing Director and Wealth Advisor, Dallas. In this role, Becker will open... - August 31, 2025 - Stokes Family Office

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

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