Financial Planning
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Teen's Free Finance App Bridges Money Skills Gap as Oregon Mandates Financial Literacy
A Oregon high school senior's free multilingual personal finance app, already used by thousands worldwide, offers a timely solution to widespread fina...

New Advisory Board to Shape 2027 Research on Employee Financial Wellness
HR.com’s HR Research Institute has formed a 2027 State of Financial Wellness Advisory Board to guide research on employee financial literacy and well-...

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 Renewed Push for Spanish-Language Financial Education
Consolidated Credit is reaffirming its year-round commitment to the Latino community during Hispanic Heritage Month by promoting Spanish-language fina...

Debt.com's FinTalk Awards Spotlight Spanish-Language Financial Content Creators
Debt.com will honor the Best Spanish-Language Financial Content Creator at the 2026 FinTalk Awards, highlighting the growing importance of accessible ...

Beeline Holdings Sets Q3 2026 Stakeholder Update Call for Nov. 12
Beeline Holdings will host a stakeholder update call on November 12 to discuss Q3 2026 results, offering investors a direct line to management and hig...

New Podcast 'Have You Tried Being Rich?' Puts Popular Money Advice to the Test
A new podcast hosted by financial experts Dria Benjamin and Kristin Geosits challenges widely repeated personal finance advice, examining whether tips...

Cashback Loans Survey Reveals 44% of Americans Have No Emergency Savings
A new survey from Cashback Loans shows that 44% of U.S. adults have no emergency savings, leaving many vulnerable to financial shocks.

From Invisibility to Clarity: How Linda Jensen's Childhood Trauma Shaped Her Approach to Financial Planning
Linda Jensen, founder and CEO of Heart Financial Group, transformed childhood trauma into a career helping clients navigate financial uncertainty, emp...

Holy Rosary Credit Union Wins Finopotamus Tekkie Award for Digital Community Impact
Holy Rosary Credit Union's first-place Tekkie Award in the People Helping People category highlights how AI-powered personalization from DeepTarget is...

Debt.com Unveils 2026 FinTalk Awards Nominees as Credit Card Debt Nears Record Highs
Debt.com's 2026 FinTalk Awards nominees highlight financial creators who make money education accessible and actionable, especially for Hispanics, as ...

HOA Special Assessments vs. Private Lending: What Boards Need to Know When Owners Can't Pay
When homeowners associations face costly repairs, special assessments often fail because owners cannot pay lump sums, but private lenders like Gelt Fi...

AtlasClear Holdings Highlights Its Technology-Enabled Platform at Moody Capital's Disruptive Growth & Life Sciences Conference
AtlasClear Holdings' participation in the Moody Capital conference underscores its strategic position in modernizing financial services for emerging i...

reVolver Podcasts Launches 'Dinero Consciente' to Explore the Psychology of Money in Spanish
reVolver Podcasts introduces 'Dinero Consciente,' a Spanish-language podcast that examines the emotional and behavioral drivers behind financial decis...

Beaverton Buyers: Why Waiting for Lower Rates Could Cost More Than They Save
Cautious buyers in Beaverton may be making a costly mistake by waiting for interest rates to drop, as current market conditions favor buyers and purch...

Why HOA Accounting Works Differently and What Boards Need to Know
Self-managed HOAs face unique accounting challenges that generic software cannot address, necessitating specialized tools and independent verification...

Financial Advisors Face Dual Crisis as $124 Trillion Wealth Transfer Meets Mass Retirements
The financial advice industry grapples with a historic $124 trillion wealth transfer and a shortage of advisors, prompting the 2026 VISION Conference ...

Potomac Wealth Management LLC Offers Independent, Fee-Only Portfolio Management for Nationwide Clients
Potomac Wealth Management LLC, an independent fee-only RIA, emphasizes disciplined, long-term portfolio management and fiduciary advice for investors ...

Cash Flow Constraints Hinder Real Estate Investors: Subscription Model Offers Solution
Real estate investors scaling from a few flips to many often hit a cash flow wall; a new subscription-based financing model from homebldr aims to pres...

Fort Myers Estate Planning Attorney Barbara M. Pizzolato Marks Over 38 Years Guiding Families Through Estate Planning, Probate, and Trust Administration
Barbara M. Pizzolato, P.A. celebrates 38 years of providing comprehensive estate planning, probate, and trust administration services to families and ...

Rusty Rhodes Returns to MassMutual of South Carolina to Serve Individuals, Families and Small Businesses
Rusty Rhodes rejoins MassMutual of South Carolina to help individuals, families, and small business owners achieve financial confidence, leveraging hi...

Delray Beach Emerges as Prime Long-Term Luxury Investment, Says Top Agent Larry Mastropieri
Larry Mastropieri, a top Florida real estate agent, explains why Delray Beach offers the best long-term luxury investment opportunity in South Florida...

New Index Reveals Stark Geographic Inequality in U.S. Immigration Costs
A new study from CitizenPath shows that while USCIS fees are uniform nationwide, the true cost of immigration varies dramatically by state, with lower...

Rockwater Wealth Management Wins Top Honors in 2026 Best of Orillia Readers' Choice Awards
Rockwater Wealth Management received Diamond and Platinum recognitions in the 2026 Best of Orillia Readers' Choice Awards, underscoring its community ...

Sell My Structured Settlement for Cash Launches Nationwide Education and Quote Platform
The launch of SMSSC provides a comprehensive education platform and free data library for structured settlement sellers, backed by a reputable funding...

Smart Strategies to Reduce Dental Implant Costs Without Compromising Quality
Dental implants are a long-term investment that can be made more affordable by understanding cost factors, comparing clinics, and exploring financing ...

Bobby Garon, Naples Finance and Insurance Professional, Launches Personal Website
Bobby Garon launches bobbygaron.com to offer insights into his relationship-driven financial planning and insurance advisory philosophy, emphasizing t...

Amazon #1 Best-Selling Author Nettie Reeves Launches 'Pretty Broke' Movement to Help One Million Women Build Financial Confidence
Financial educator Nettie Reeves launches the Pretty Broke Movement to help one million women overcome inherited financial barriers and achieve financ...

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

Kitces, Benz, and Zweig Named Top Financial Influencers in Finfluential Survey
Michael Kitces, Christine Benz, and Jason Zweig have been recognized as the most influential voices in financial media, according to Finfluential's fi...

Legal Eagles Publishes Guide on Florida Powers of Attorney
A new article explains the legal requirements and importance of powers of attorney in Florida, helping residents make informed decisions for estate an...

INVEST Fair 2026 Draws Over 15,000 Visitors, Showcasing Malaysia's Growing Retail Investment Interest
Malaysia's largest retail investment fair concluded with over 15,000 attendees, 100+ speakers, and 70 hours of sessions, highlighting increased retail...

Debt.com Survey: Paycheck-to-Paycheck Living Drops to Five-Year Low, but Financial Anxiety Remains High
The percentage of Americans living paycheck to paycheck has fallen to 48%, a five-year low, yet 95% still cite economic uncertainty as making budgetin...

In Beaverton, Oregon, Tech Employer Cycles Still Dictate the Pace of Home Sales
Beaverton's housing market is heavily influenced by local tech employers' fiscal calendars, with buyer activity surging when bonuses and stock prices ...

INVEST Fair 2026 Opens in Kuala Lumpur, Emphasizing Financial Literacy and Investor Education
Malaysia's largest retail investment event, INVEST Fair 2026, launched with over 100 speakers and 40 exhibitors, highlighting the importance of invest...

Hispanic Target Partners with Estate Attorney for Webinar on Asset Protection
An upcoming webinar aims to educate families on wills, trusts, and probate to prevent costly legal pitfalls, emphasizing that asset protection is esse...

homebldr Launches Financing Subscription That Eliminates Origination Fees for Real Estate Investors
homebldr's new subscription model eliminates origination fees for 12 months, potentially saving active real estate investors thousands of dollars annu...

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

Republic First Funding Educates Consumers on Debt Consolidation as Alternative to High-Interest Credit Card Cycles
Republic First Funding expands awareness about debt consolidation as a structured alternative to high-interest credit card cycles, emphasizing that mi...

Is Renting in Little Rock Costing You More Than a Mortgage?
Renters in Little Rock may be paying more each month than a mortgage would cost, with no equity or asset to show for it, according to a local broker w...

Next Generation Trust Company Invites Independent Advisors to Broaden Client Retirement Options with Alternative Assets
Next Generation Trust Company encourages independent financial advisors to collaborate in offering clients self-directed retirement plans with alterna...

Alberta Faces Unprecedented 'AI-Era Recession' as Automation Reshapes Economy
Canada's first AI-era recession introduces new risks to job security and earning power, as companies increasingly replace human labor with automated p...

Navigating the Cost of Dental Implants: Strategies for Affordable Tooth Replacement in Dallas
This article explores practical strategies for reducing the cost of dental implants in Dallas, including comparing clinics, considering dental schools...

New Realtor.com Study Powered by Pearl Data Shows New Homes Save Buyers $25,000 Over 10 Years
A new Realtor.com study using Pearl SCORE™ data reveals that buyers of newly built homes save an average of $25,335 over 10 years compared to buyers o...

Financial Executive Keith D'Agostino Launches Scholarship for Undergraduate Cancer Survivors
Keith D'Agostino, a finance executive and community leader, has announced a new scholarship aimed at supporting undergraduate cancer survivors across ...

Nabaltec AG Annual General Meeting Approves Dividend of EUR 0.29 per Share
Nabaltec AG shareholders approved a dividend of EUR 0.29 per share, reflecting confidence in the company's strategy amid a challenging chemical indust...


