Financial Planning
News Category

Oregon Teen's Free Multilingual Finance App Draws 5,000 Users in Over 10 Countries
A Forest Grove High School senior created a free personal finance app called MontoEdu that has attracted more than 5,000 users worldwide, addressing f...

HR.com Forms Financial Wellness Advisory Board to Guide 2027 Research on Employee Financial Health
HR.com's HR Research Institute has assembled a new advisory board of HR, benefits, and financial experts to steer its 2027 research on employee financ...

Whole Life Insurance Offers Financial Stability as Americans' Wellness Hits 15-Year Low
As financial stress reaches a 15-year high, whole life insurance emerges as a tool to provide stability, growth, and retirement confidence.

Consolidated Credit Marks Hispanic Heritage Month with Bilingual Financial Education Push
Consolidated Credit is celebrating Hispanic Heritage Month by promoting its Spanish-language financial education initiative, CelebrandoLaHispanidad.co...

Debt.com to Honor Best Spanish-Language Financial Content Creator at 2026 FinTalk Awards
Debt.com will announce the winner of the Best Spanish-Language Financial Content Creator category at the 2026 FinTalk Awards on October 9, recognizing...

Beeline Holdings to Host Q3 2026 Stakeholder Update Call on November 12
Beeline Holdings, a digital mortgage platform, will provide a third-quarter 2026 business update and discuss ongoing initiatives during a stakeholder ...

New Podcast 'Have You Tried Being Rich?' Puts Popular Money Advice on Trial
A new podcast hosted by financial experts Dria Benjamin and Kristin Geosits examines popular personal finance advice to separate what actually works f...

Cashback Loans Survey Finds 44% of Americans Have No Emergency Savings
A new survey from Cashback Loans reveals that nearly half of U.S. adults lack emergency savings, with many relying on borrowing to cover essential exp...

Linda Jensen's Journey from Trauma to Financial Clarity
Linda Jensen, founder and CEO of Heart Financial Group, shares how her childhood trauma shaped her risk-focused approach to financial planning, emphas...

Holy Rosary Credit Union Wins Finopotamus Tekkie Award for Digital Community Impact
Holy Rosary Credit Union received a first-place Finopotamus Tekkie Award for using DeepTarget's personalization technology to deliver financial educat...

Debt.com Announces 2026 FinTalk Awards Nominees as U.S. Credit Card Balances Remain Near Historic Highs
Debt.com has announced the nominees for its 2026 FinTalk Awards, recognizing financial content creators who are making personal finance education acce...

HOA Special Assessments: When Boards Can't Afford Repairs, Private Lending Offers an Alternative
Homeowners associations facing costly repairs often default to special assessments, but private lenders like Gelt Financial provide an alternative by ...

AtlasClear Holdings to Present at Moody Capital Solutions 2026 Disruptive Growth & Life Sciences Conference
AtlasClear Holdings Inc. will be featured at the upcoming Moody Capital Solutions conference, highlighting its technology-enabled financial services p...

reVolver Podcasts Launches 'Dinero Consciente' to Explore the Psychology of Money
reVolver Podcasts introduces a new Spanish-language podcast, Dinero Consciente, hosted by financial executive Darla Sierra, to delve into the emotiona...

Beaverton Buyers Urged to Act Now as Cautious Market Offers Rare Leverage
A Beaverton real estate expert says current market conditions favor buyers despite high interest rates, as waiting for lower rates may lead to higher ...

Why HOA Accounting Demands More Than Generic Software
Self-managed homeowners associations face unique accounting challenges that generic business software cannot address, highlighting the need for specia...

Financial Industry Leaders Convene to Address $124 Trillion Wealth Transfer and Advisor Shortage
The 2026 VISION Conference will tackle the unprecedented intergenerational wealth transfer and the impending retirement of over a third of financial a...

Potomac Wealth Management LLC Offers Independent, Fee-Only Portfolio Management for Nationwide Clients
Potomac Wealth Management LLC, an independent fee-only RIA, provides personalized portfolio management and financial planning services to clients acro...

Liquidity Constraints Stunt Real Estate Investors; Subscription Financing Emerges as Solution
Fix and flip investors often hit growth ceilings due to cash constraints, but a new subscription-based financing model aims to preserve liquidity by e...

Fort Myers Estate Planning Attorney Celebrates Over 38 Years of Guiding Families
Barbara M. Pizzolato, P.A., a Fort Myers law firm, marks over 38 years of providing estate planning, probate, and trust administration services to fam...

Rusty Rhodes Returns to MassMutual of South Carolina to Serve Individuals, Families and Small Businesses
Rusty Rhodes rejoins MassMutual of South Carolina to provide financial planning services, focusing on the small business market in the Greenville area...

Why Delray Beach Is the Top Long-Term Luxury Investment in South Florida, According to Larry Mastropieri
Real estate expert Larry Mastropieri explains why Delray Beach offers the best long-term luxury investment opportunity in South Florida, citing develo...

New Index Reveals Stark Geographic Disparities in U.S. Immigration Costs
CitizenPath's 2026 U.S. Immigration Affordability Index shows that the true cost of immigration varies dramatically by state, with the same federal fe...

Rockwater Wealth Management Wins Diamond and Platinum in 2026 Best of Orillia Readers' Choice Awards
Rockwater Wealth Management has been recognized with Diamond and Platinum honors in the 2026 Best of Orillia Readers' Choice Awards, reflecting commun...

New Platform Aims to Educate Structured Settlement Holders Before Selling Payments
Sell My Structured Settlement for Cash launches a nationwide education and quote platform with free guides, calculators, and public data to help consu...

Smart Strategies to Make Dental Implants More Affordable Without Sacrificing Quality
Dental implants can be made more affordable through careful planning, comparing providers, and utilizing financing options, ensuring long-term value a...

Naples Finance Professional Bobby Garon Launches Personal Website at bobbygaron.com
Bobby Garon, a Naples-based finance and insurance professional with experience at JPMorgan Chase, Morgan Stanley, and Brown & Brown Insurance, has lau...

Author Nettie Reeves Launches 'Pretty Broke' Movement to Help One Million Women Achieve Financial Confidence
Financial educator and Amazon 1 best-selling author Nettie Reeves launches the Pretty Broke Movement to help one million women move from financial unc...

Raleigh Attorney Glenn Doyle Earns Certification as Family Financial Mediator
Attorney Glenn Doyle of Doyle Divorce Law has been certified by the North Carolina Dispute Resolution Commission as a Family Financial Mediator, enabl...

Legal Eagles Publishes Guide on Florida Powers of Attorney, Emphasizing Statutory Requirements and Planning Implications
Legal Eagles has released a new educational article explaining the role of powers of attorney in Florida, highlighting the legal framework and importa...

Finfluential Survey Names Kitces, Benz, and Zweig as Top Financial Influencers
A survey of financial professionals identifies Michael Kitces, Christine Benz, and Jason Zweig as the most influential voices in financial media, base...

INVEST Fair 2026 Draws Over 15,000 Visitors, Highlights Malaysia's Growing Retail Investment Landscape
Malaysia's largest retail investment fair, INVEST Fair 2026, concluded with over 15,000 attendees, 100 speakers, and 70 hours of sessions, underscorin...

Debt.com Survey: Paycheck-to-Paycheck Living Hits Five-Year Low, Yet Financial Anxiety Stays High
Debt.com's 2026 survey reveals a 21-point drop in Americans living paycheck to paycheck to 48%, but 95% still prioritize budgeting amid persistent eco...

Beaverton Home Sales Tied to Tech Employment Cycles, Realtor Says
Beaverton's housing market is increasingly driven by the financial health of major employers like Intel and Nike, with buyer activity rising on bonuse...

INVEST Fair 2026 Opens in Kuala Lumpur, Emphasizing Financial Education and Technology
INVEST Fair 2026, Malaysia's largest retail investment event, kicked off on July 18, 2026, featuring over 100 speakers and 40 exhibitors to promote fi...

Hispanic Target Partners with Legal Expert for Webinar on Wills, Trusts, and Asset Protection
Hispanic Target and attorney Elena Ortega Tauler will host a free webinar on July 9 to educate families on estate planning and avoiding probate court.

Homebldr Introduces Subscription Financing, Eliminating Origination Fees for Real Estate Investors
Homebldr launches a subscription-based financing model that eliminates origination fees for a year, offering significant savings and payment flexibili...

Kravets Law Group Warns Illinois Families Not to Overlook State Estate Tax Gap Despite Federal Exemption Increase
The One Big Beautiful Bill Act permanently sets the federal estate tax exemption at $15 million per person, but Illinois' $4 million exemption creates...

Republic First Funding Educates Consumers on Debt Consolidation as Alternative to High-Interest Credit Card Cycles
Republic First Funding is expanding consumer awareness about debt consolidation as a structured alternative to high-interest credit card debt, emphasi...

Little Rock Renters May Be Paying More Than a Mortgage, Expert Says
A Little Rock real estate expert argues that renters are effectively paying 100% interest monthly with no equity, while current market conditions may ...

Next Generation Trust Company Partners with Independent Advisors to Expand Retirement Plan Options with Alternative Assets
Next Generation Trust Company encourages independent financial advisors to collaborate in offering clients self-directed retirement plans that include...

Alberta Faces First AI-Era Recession as Automation Reshapes Economy
Canada's first AI-era recession is testing job security and corporate margins as AI adoption triples, prompting WealthVerse CEO Afsha Butt to urge Can...

Dental Implants in Dallas: Strategies for Affordable Tooth Replacement in 2026
A new guide from Affordable Dentist Near Me of Dallas outlines cost-saving strategies for dental implants, emphasizing that while prices range from $3...

New Realtor.com Study Using Pearl SCORE Data Shows New Homes Save Buyers $25,335 Over 10 Years
A Realtor.com study powered by Pearl SCORE data reveals that newly built homes save buyers an average of $25,335 in total ownership costs over a decad...

Finance Executive Keith D'Agostino Launches Scholarship for Undergraduate Cancer Survivors
A new scholarship for undergraduate cancer survivors, founded by financial leader Keith D'Agostino, aims to support students who have overcome cancer ...

