Financial Planning
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Oregon Teen's Free Finance App Reaches 5,000 Users as State Mandates Financial Literacy
A Oregon high school senior's free multilingual personal finance app, MontoEdu, has reached over 5,000 users in 10 countries, addressing a critical ga...

HR.com's HR Research Institute Forms 2027 Financial Wellness Advisory Board to Guide Research
HR.com's HR Research Institute has assembled a 2027 State of Financial Wellness Advisory Board to shape research on employee financial literacy and we...

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 for stability, growth, and retirement confidence.

Consolidated Credit Reinforces Commitment to Latino Community During Hispanic Heritage Month
Consolidated Credit marks Hispanic Heritage Month by promoting Spanish-language financial education and resources, emphasizing that its support for La...

Debt.com's 2026 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 five nominees who make financial educ...

Beeline Holdings Sets Q3 2026 Stakeholder Call for November 12
Beeline Holdings will host a stakeholder update call on November 12 to discuss its third-quarter 2026 results and ongoing initiatives, offering invest...

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 debunks widely repeated personal finance advice, arguing that simple tips ...

Cashback Loans Survey Finds 44% of Americans Have No Emergency Savings as Financial Security Feels Out of Reach
A new Cashback Loans survey of 3,000 U.S. adults reveals that 44% have no emergency savings, 37% borrowed for essential expenses, and 69% say financia...

Financial Advisor Linda Jensen Shares Journey from Trauma to Clarity, Redefining Risk and Resilience
Linda Jensen, founder of Heart Financial Group, reveals how childhood trauma shaped her risk-aware approach to financial planning, offering a message ...

Holy Rosary Credit Union Wins Finopotamus Tekkie Award for Digital Community Impact
Holy Rosary Credit Union's first-place Tekkie Award win in the People Helping People category highlights how AI-driven personalization can advance fin...

Debt.com Unveils 2026 FinTalk Awards Nominees as Credit Card Debt Remains Near Historic Highs
Debt.com's 2026 FinTalk Awards nominees highlight financial creators who make money education accessible and actionable, offering a crucial resource a...

HOA Special Assessment Alternatives: Private Lending Offers a Path When Owners Can't Pay
Private lending provides a viable alternative for homeowners associations facing expensive repairs when special assessments are impractical, but board...

AtlasClear Holdings Featured at Moody Capital's Disruptive Growth & Life Sciences Conference
AtlasClear Holdings Inc. (NYSE American: ATCH) is highlighted for its technology-enabled financial services platform at the upcoming Moody Capital con...

reVolver Podcasts Launches 'Dinero Consciente' to Explore the Psychology of Money in Spanish
reVolver Podcasts introduces 'Dinero Consciente,' a Spanish-language podcast that delves into the behavioral and emotional aspects of financial decisi...

Beaverton Buyers: Why Waiting for Lower Rates Could Cost More Than Higher Payments
Carey Hughes of Carey Hughes Homes explains why cautious Beaverton buyers waiting for lower interest rates may miss the opportunity to negotiate favor...

Why Generic Accounting Software Fails HOAs: The Case for Specialized Tools
Self-managed HOAs face unique accounting challenges that generic software cannot address, making specialized platforms essential for accurate financia...

Financial Industry Faces Dual Crisis: $124 Trillion Wealth Transfer and Advisor Shortage
The 2026 VISION Conference will address the unprecedented $124 trillion wealth transfer and the impending shortage of financial advisors, highlighting...

Potomac Wealth Management LLC Offers Independent, Fee-Only Portfolio Management for Nationwide Clients
Potomac Wealth Management LLC's independent, fee-only structure and fiduciary commitment provide personalized portfolio management that prioritizes cl...

How Fix-and-Flip Investors Can Overcome the Cash Constraint That Stalls Growth
As fix-and-flip investors scale, cash flow becomes the primary bottleneck, and innovative financing options like homebldr's subscription model can pre...

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 over 38 years of providing estate planning, probate, and trust administration services in Southwest Florida, hig...

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 to individuals, families, and small businesses, leveraging hi...

Delray Beach: The Smart Long-Term Luxury Investment in South Florida, Says Top Agent Larry Mastropieri
Real estate expert Larry Mastropieri explains why Delray Beach offers the best long-term luxury investment potential in South Florida, citing developm...

New Index Reveals Stark Geographic Disparities in U.S. Immigration Costs
A new study shows that the true cost of U.S. immigration varies dramatically by state, with lower-income families bearing the heaviest burden, and pro...

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 awards in the 2026 Best of Orillia Readers' Choice Awards, highlighting its ...

New Platform Aims to Demystify Structured Settlement Sales with Educational Tools and Transparent Quotes
Sell My Structured Settlement for Cash launches a nationwide education and quote platform with state-specific guides, calculators, and a free public d...

Smart Strategies for Affordable Dental Implants Without Sacrificing Quality
This article explains why dental implants are costly and provides actionable strategies to make them more affordable, emphasizing long-term value and ...

Bobby Garon Launches Personal Website to Emphasize Relationship-Driven Financial Guidance
Bobby Garon, a Naples finance and insurance professional, launches bobbygaron.com to share his philosophy on trust-based financial planning and client...

New Movement Aims to Help One Million Women Overcome Financial Insecurity
Financial educator Nettie Reeves launches the 'Pretty Broke Movement' to help women build financial confidence, addressing a hidden crisis where women...

Raleigh Attorney Glenn Doyle Earns Family Financial Mediator Certification
Glenn Doyle, a Raleigh family law attorney, has been certified as a North Carolina Family Financial Mediator, enabling him to facilitate financial set...

Legal Eagles Releases Guide on Florida Powers of Attorney
A new article from Legal Eagles explains the legal requirements and importance of powers of attorney in Florida, helping residents make informed estat...

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, high...

INVEST Fair 2026 Draws Over 15,000 Visitors, Highlights AI and Fintech in Investment Landscape
Malaysia's largest retail investment fair, INVEST Fair 2026, concluded with over 15,000 attendees, 100+ speakers, and 40 exhibitors, emphasizing the r...

Americans Living Paycheck to Paycheck Drops to Five-Year Low, Yet Financial Anxiety Persists, Debt.com Survey Finds
Debt.com's 2026 Budgeting Survey reveals a significant drop in Americans living paycheck to paycheck to 48%, the lowest in five years, but 95% still r...

Beaverton Housing Market Tied to Tech Employment Cycles, Agent Says
Beaverton's real estate market is heavily influenced by the fiscal calendars and job stability of major employers like Intel, Nike, and Columbia Sport...

INVEST Fair 2026 Opens in Kuala Lumpur, Spotlighting Financial Education and Technology
Malaysia's largest retail investment event, INVEST Fair 2026, launched on July 18 at Mid Valley Exhibition Centre, featuring over 100 speakers and 40 ...

Why Asset Protection Is a Choice, Not a Luxury: Webinar to Demystify Wills, Trusts, and Probate
Hispanic Target partners with attorney Elena Ortega Tauler to host a free webinar on July 9, 2026, explaining how estate planning protects families fr...

Homebldr Launches Subscription Model to Eliminate Origination Fees for Real Estate Investors
Homebldr introduces a financing subscription that eliminates origination fees for 12 months, potentially saving active investors thousands annually by...

Homebldr Launches Subscription Model to Eliminate Origination Fees for Real Estate Investors
Homebldr introduces a financing subscription that eliminates origination fees for 12 months, potentially saving active investors thousands annually by...

Kravets Law Group Warns Illinois Families: Federal Estate Tax Exemption Hikes Don’t Erase State Liability
The One Big Beautiful Bill Act raises the federal estate tax exemption to $15 million per person, but Illinois' $4 million exemption creates an $11 mi...

Republic First Funding Educates Consumers on Debt Consolidation as Alternative to High-Interest Credit Cards
Republic First Funding is raising awareness about debt consolidation as a structured alternative to high-interest credit card cycles, helping consumer...

Is Renting in Little Rock Actually Costing You More Than a Mortgage Would?
Renters in Little Rock may be losing equity by waiting for mortgage rates to drop, as every rent payment goes to the landlord with no return, while bu...

Next Generation Trust Company Partners with Independent Financial Advisors to Broaden Client Retirement Portfolios 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 threatens job security and corporate margins as AI adoption triples, prompting WealthVerse CEO Afsha Butt to urge fina...

Smart Ways to Save on Dental Implants in 2026: A Guide to Affordable Smile Restoration
Dental implants remain the top tooth replacement option for comfort and durability, but high costs can be managed through financing, dental schools, d...

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

Financial Leader Keith D'Agostino Launches New Undergraduate Scholarship for Cancer Survivors
Finance executive Keith D'Agostino introduces a scholarship for undergraduate cancer survivors, focusing on resilience and leadership potential.


