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"Financial Planning" News 

Alpha Cubed Investments Announces William Condon Has Joined Alpha Cubed Investments as a Senior Vice President, Investment Advisor Representative

Services offered through Alpha Cubed Investments, LLC, a Registered Investment Adviser. IRVINE, Calif. (PRWEB) February 14, 2019 Alpha Cubed Investments, a Registered Investment Advisory..
PRWeb - Published

Robo Wealthfront is launching a high-yield savings account as it looks to manage more millennial cash

robo wealthfront is launching a high-yield savings account as it looks to manage more millennial cash
· *Wealthfront is launching a high-yield cash account which is akin to a savings account.* · *The cash account offers an annual interest rate of 2.42%, and depositors are insured by the FDIC up to..
Business Insider - Published

Videos for "Financial Planning"

Takacs McGinnis Elder Care Law Hour: How Love in Your Golden Years can Impact Your Financial Plan [Video]Takacs McGinnis Elder Care Law Hour: How Love in Your Golden Years can Impact Your Financial Plan

There are many things to consider regarding a new marriage as an older adult. One is how financial planning might change. Joining us for this discussion is Kevin Collier, founder and principal of..

Credit: NewsChannel 5 Nashville     Duration: 09:56Published

Takacs McGinnis Elder Care Law Hour: Finding Love in the Golden Years [Video]Takacs McGinnis Elder Care Law Hour: Finding Love in the Golden Years

With Valentine’s Day, February is often considered the month of love. Love is grand, but it can be complicated. And when you are in your 50’s, 60’s, 70’s or older, it can get downright messy..

Credit: NewsChannel 5 Nashville     Duration: 10:06Published

Forget the Avocado Toast Crowd! Gen Xers May Be The Ones Who Are a Financial Mess! [Video]Forget the Avocado Toast Crowd! Gen Xers May Be The Ones Who Are a Financial Mess!

GenX is a financial mess, according to a new report. Elizabeth Keatinge has more.

Credit: Buzz60     Duration: 00:58Published

Credit Cards With Annual Fees Can Actually Save You Money [Video]Credit Cards With Annual Fees Can Actually Save You Money

When it comes to budgeting and financial planning, getting a credit card with an annual fee may sound wrong, but Business Insider says that they can actually save you money in the long run. Some fee..

Credit: Wochit     Duration: 00:46Published

Financial Planning with the Acorns App [Video]Financial Planning with the Acorns App

Financial Consultant Adam Bruno explains how apps such as Acorns or Mint can help you achieve your financial planning goals in the new year.

Credit: Rumble     Duration: 02:57Published

Financial Planning – Market Volatility [Video]Financial Planning – Market Volatility

What goes up must come down? Jim Lacamp explains the reasons behind the latest volatility in the stock market.

Credit: CBS 11 Dallas     Duration: 08:01Published

Financial Planning – Interest Rate Hikes in 2019? [Video]Financial Planning – Interest Rate Hikes in 2019?

After four interest rate hikes in 2018, Jim Lacamp tells us if more are expected in 2019.

Credit: CBS 11 Dallas     Duration: 06:01Published

Financial Planning - Saving [Video]Financial Planning - Saving

78% of Americans are living paycheck to paycheck. Jim Lacamp offers tips on where you can save.

Credit: CBS 11 Dallas     Duration: 05:21Published

Financial Planning – ‘Members Exchange’ [Video]Financial Planning – ‘Members Exchange’

A new equities exchange, called Members Exchange, is in the works. Find out how a new stock exchange could rival the New York Stock Exchange and NASDAQ.

Credit: CBS 11 Dallas     Duration: 03:10Published

What is the Best Thing to Do With an Extra $50? [Video]What is the Best Thing to Do With an Extra $50?

Financial experts weigh in on saving. Elizabeth Keatinge has more.

Credit: Buzz60     Duration: 01:06Published

Many Americans Think Jail or a DMV Visit Sound More Fun Than Planning Their Financial Future [Video]Many Americans Think Jail or a DMV Visit Sound More Fun Than Planning Their Financial Future

Would you rather spend in hour in jail or map out a five-year budget? 1 in 5 Americans would pick option A, according to a new CNote study.

Credit: Buzz60     Duration: 00:56Published

4 Things You Need to Know if You're Retiring in 2019 [Video]4 Things You Need to Know if You're Retiring in 2019

Retirement can be a scary proposition if you aren't prepared for it. Which is why it is great that we have "Mr. Retirement" Robert Powell with us to help alleviate some of those retirement concerns. We..

Credit: The Street     Duration: 04:03Published

Why Investors Should Kick Off Their New Years With an Investment Plan [Video]Why Investors Should Kick Off Their New Years With an Investment Plan

How's that portfolio looking? Rob Williams, vice president of financial planning at Charles Schwab, spoke with TheStreet about his tips and tricks for consumers heading into the new year. He went..

Credit: The Street     Duration: 00:53Published


Grupo Gicsa, S.A.B. De C.V.: Gicsa Announces Consolidated Results For Fourth Quarter 2018

grupo gicsa, s.a.b. de c.v.: gicsa announces consolidated results for fourth quarter 2018
*MEXICO CITY / ACCESSWIRE / February 13, 2019 / *GRUPO GICSA, S.A.B. de C.V. ("GICSA" or "the Company") (BMV: GICSAB), a Mexican leading company specialized in the development, investment,..
Accesswire - Published

Telemus Offers Complimentary Financial Planning, Including Forecasting and Budgeting, For Laid Off GM Employees

General Motors workers who’ve lost jobs in latest round of restructuring can visit http://www.telemus.com/gm to make an appointment SOUTHFIELD, Mich. (PRWEB) February 13, 2019 Southfield-based..
PRWeb - Published

Retirees in Relationships Have Fewer Financial Planning Regrets, Data Shows

But that doesn't mean all is lost for single folks, either.
Motley Fool - Published

Supporting Donor Retention by Gifting the LifeLight Financial Planner

LifeLight Financial, through wholesale pricing, offers nonprofits a highly successful means to put a valuable service in more donors' hands, thus ensuring improved donor retention. NEWPORT BEACH,..
PRWeb - Published

Morgan Stanley just made its biggest bet since the financial crisis in a bid to win the hearts and minds of unicorn startup employees

morgan stanley just made its biggest bet since the financial crisis in a bid to win the hearts and minds of unicorn startup employees
· Morgan Stanley bought stock-plan operator Solium Capital on Monday to add potential customers to its wealth management business.  · For $900 million, the bank will add Solium's 3,000 clients and..
Business Insider - Published

Sound Income Strategies is Pleased to Announce Jeff Small to Guest Host the 101st Episode of The Income Generation Show, Sunday February 10, 2019

This Week’s Episode Examines What Mounting Corporate Debt and Stock Buybacks Mean for Those Who Are Retired or Close to Retirement Age FORT LAUDERDALE, Fla. (PRWEB) February 08, 2019 Sound..
PRWeb - Published

Mercer Advisors CEO hopes to create the 'Mayo Clinic' of wealth management

Mercer Advisors aspires to bring the center's integrated level of care to financial planning.
bizjournals - Published

Cosential Appoints Sharon McCollum as Chief Financial Officer

Seasoned professional joins Cosential’s growing team AUSTIN, Texas (PRWEB) February 07, 2019 Cosential, the leading provider of client relationship management (CRM) and proposal writing..
PRWeb - Published

Integrated Financial Partners Welcomes Vantedge, Gottlieb Wealth Management, InvestEd Consulting and Financial Strategies Group

The four newest advisory teams hail from California, South Carolina and Kentucky, respectively. New offices will maintain independent branding, aiming for robust growth in 2019. BOSTON (PRWEB)..
PRWeb - Published

AcctTwo Named to Bob Scott's VAR Stars List for Fifth Straight Year

Bob Scott’s VAR Stars 2018 Announced. Leap the Pond, Recently Acquired by AcctTwo, Also Makes List. HOUSTON (PRWEB) February 07, 2019 AcctTwo, a leading consulting firm and provider of..
PRWeb - Published

Robo advisor Personal Capital just raised $50 million as it gears up for an IPO

robo advisor personal capital just raised $50 million as it gears up for an ipo
· *Personal Capital, a digital wealth management platform that competes with Betterment and Wealthfront, just announced a $50 million fundraising round, led by Canadian financial services firm IGM..
Business Insider - Published

FAI Lauded with Two 2019 Five Star Wealth Manager Awards: Lyn A. Dippel and Mark Stinson Receive Coveted Honor

FAI Wealth Management, a leading fee-only wealth management firm in the Baltimore-Washington region, announced that Five Star Professional has again recognized Lyn A. Dippel, JD, CFP® and Mark..
PRWeb - Published

Intellipharmaceutics Appoints New Chief Financial Officer

intellipharmaceutics appoints new chief financial officer
*TORONTO, ON / ACCESSWIRE / February 4, 2019 / Intellipharmaceutics International Inc. (NASDAQ: IPCI, TSX: IPCI) *("Intellipharmaceutics" or the "Company"), a pharmaceutical company specializing in the..
Accesswire - Published

Shon Brooks Golfing With The Stars

Brooks Entertainment Inc. releases a new Golf Shoe and a new Golf Putter for Shon Brooks to Play in the "Inaugural Super Bowl Golf Classic", presented by the (National Football League) NFL Alumni..
PRWeb - Published

10 of the best personal finance apps for clueless millennials

Millennials, avocado toast, bad spending habits, blah blah blah. At this point, the dead horse has been thoroughly beaten and shipped off to the glue factory. Anyone born between 1981 and 1996 knows..
Mashable - Published

Major Changes on IRS Tax-Return Forms and Filing Rules Lead myStockOptions.com to Expand Tax-Return Guidance

IRS tax-return forms and reporting have significantly changed. The 2019 tax-return season presents more potential than ever for mistakes in IRS filings, especially among the millions of US employees..
PRWeb - Published

San Francisco Dental Implants Announces New Post on Avoiding So-called Cheap Dental Implants to Secure a Better Smile

San Francisco Dental Implants is announcing a new post for Bay Area residents ready to settle for cheap dental implants due to budget constraints. Instead of focusing on cheap dental implants, the post..
PRWeb - Published

Gregg Waldon Joins Smart Home Security and Automation Company Alula As Chief Financial Officer

Waldon to oversee finances as company grows to meet customer demand for hybrid DIY installation and maintenance model ST. PAUL, Minn. (PRWEB) January 30, 2019 Alula, the leader in smart security..
PRWeb - Published

Guide for Beneficiaries and Estate Executors Helps Bereaved Family Members and Loved Ones Navigate New Roles

Beneficiaries & Executors: A Financial Guide, developed by Lightbulb Press, helps the newly bereaved navigate the multiple financial and legal issues triggered by a loved one's death and provides a..
PRWeb - Published

Digital Insurance Solutions Innovator InsurIQ Sees Accelerated Growth in 2018, Catalyzes Drive Towards Increased Digitization for the Segment in 2019

digital insurance solutions innovator insuriq sees accelerated growth in 2018, catalyzes drive towards increased digitization for the segment in 2019
*InsurIQ was one of 16 companies invited to present live at the North American Regional round of the first-ever Zurich Innovation World Championship* *SHELTON, CT / ACCESSWIRE / January 29, 2019 /*..
Accesswire - Published

La Chapelle Kickstarts Digital Transformation with Centric PLM

Chinese fashion company successfully implements Centric Software PLM to support digital business strategy CAMPBELL, Calif. (PRWEB) January 29, 2019 Shanghai La Chapelle Fashion Co. Ltd. (La..
PRWeb - Published

Stetson University Offers New CFP Board-Registered Program in Financial Planning: Degree Qualifies Students to Sit for CFP Exam

Stetson University School of Business Administration has been approved by the Certified Financial Planner Board of Standards Inc. (CFP Board) to offer a financial planning concentration program that..
PRWeb - Published

Why Millennials Need to Stop Chasing the Early Retirement Dream

Younger workers have big hopes without the financial planning or savings habits to back it up.
Motley Fool - Published

Introducing the Launch of Invent.us - Cloud Enablers for Wealth Management

Innovative software development consulting firm and platform founded by industry veteran, Oleg Tishkevich and an elite team of Cloud technologists, will help financial organizations modernize their..
PRWeb - Published

Altigen Communications, Inc. Reports First Quarter Results for Fiscal Year 2019

altigen communications, inc. reports first quarter results for fiscal year 2019
*SAN JOSE, CA / ACCESSWIRE / January 23, 2019* / Altigen Communications, Inc. (OTCQB: ATGN), a Silicon Valley based provider of Hosted Skype for Business and Contact Center solutions, announced today..
Accesswire - Published

AdvicePay Closes $2M Crowdfunded Seed Extension Funding Round; Launches Enterprise Version

Innovative “Advisor Crowdfunding” approach provides fee-for-service billing and payments technology platform with capital to fuel enterprise growth; Launches AdvicePay Enterprise for hybrid..
PRWeb - Published

Climate Change Could Lead to Greater Reliance on iPhones, Says Apple

A U.K.-based non-profit organization, CDP, recently asked major companies to provide reports on their environmental impact with details on the risks and opportunities that climate change might..
MacRumours.com - Published

Navarone Simpson Earns Certified Financial Planner, (CFP®) Designation

Armstrong Dixon announced that Navarone Simpson, a Financial Paraplanner, has been licensed by the Certified Financial Planner Board of Standards to use the Certified Financial Planner® and CFP®..
PRWeb - Published

Zincore and Mines & Metals Trading Sign Letter of Intent for Proposed Reverse Takeover Transaction

zincore and mines & metals trading sign letter of intent for proposed reverse takeover transaction
*VANCOUVER, BC / ACCESSWIRE / January 21, 2019 /* *Zincore Metals Inc. (NEX: ZNC.H**)* ("*Zincore*" or the "*Company*") announces that that it has entered into a Letter of Intent ("LOI") dated January..
Accesswire - Published

Bank Notes: Univest rebrands wealth unit under the Girard name

The change took effect Jan. 1 and includes all of Univest’s financial planning, retirement plan services, brokerage, investment advisory advice, trust services and a full range of insurance and..
bizjournals - Published

Equitable Financial Corp. Announces Agreement with Elkhorn Partners and Date of Annual Meeting

equitable financial corp. announces agreement with elkhorn partners and date of annual meeting
*GRAND ISLAND, NE / ACCESSWIRE / January 18, 2019 / *Equitable Financial Corp. (the "Company") (OTCQX: EQFN), the holding company of Equitable Bank, today announced that it has entered into an..
Accesswire - Published

DRINKS Adds Kristopher Scott, Peter Wolfert, and Kelly Martin To Its Leadership Team

The new executives are leading efforts to build upon the rapid adoption of the company’s Ship To Home platform and optimize growth of its consumer brands LOS ANGELES (PRWEB) January 17,..
PRWeb - Published

LeaseAccelerator and Armanino Launch Joint Lease Accounting Solution

Alliance to help Public, Private, and Non-Profits Accelerate Adoption of New GAAP Standards RESTON, Va. and SAN RAMON, Calif. (PRWEB) January 17, 2019 LeaseAccelerator, the pioneer in the..
PRWeb - Published

LifeLight Financial Launches Faith-based Financial Forecasting Tool

LifeLight Financial has relaunched in January 2019 with a brand new website and revamped forecasting tool. By taking into account all aspects of an individual's finances, both personal and..
PRWeb - Published

Accountant Aaron Albucher Helping Businesses Succeed in the New Year

Southern California bookkeeper Aaron Albucher, of Aaron Albucher Bookkeeping, offers a plethora of bookkeeping tips for the New Year. WOODLAND HILLS, Calif. (PRWEB) January 17, 2019 The New Year..
PRWeb - Published

Integrated Financial Partners Establishes Strong Southwestern US Presence; Adds Twelve Advisors, Six Regional Offices Nationally in 2018

2018 asset growth surpasses $900 million by year end. The firm will substantially expand ranks of advisors and regional offices in 2019. BOSTON (PRWEB) January 16, 2019 Integrated Financial..
PRWeb - Published

Vendavo Ranked As One of Colorado’s Best Places to Work in 2019

Annual List By Built In Colorado Considers Employee Benefits and Compensation DENVER (PRWEB) January 16, 2019 Vendavo, a leading provider of commercial excellence solutions, today announced it..
PRWeb - Published

P&G executive joins board of regional Federal Reserve Bank

Procter & Gamble Co. executive Valarie Sheppard has been elected a director of the main office of the Federal Reserve Bank of Cleveland. Sheppard is comptroller and treasurer of the Cincinnati-based..
bizjournals - Published

Suffolk hires longtime GE exec as CFO

Suffolk Construction has hired Puneet Mahajan, a 20-year veteran of Boston-based General Electric Co., as its chief financial officer, and Lea Stendahl, former chief marketing officer for E*Trade, as..
bizjournals - Published

Empower Energies Adds Director of Business Development, Michael Macoff, and Director of Project Controls & Procurement, Ludovic Ouoba

Empower Energies is excited to announce the hiring of Michael Macoff as Director of Business Development and Ludovic Ouoba as Director of Project Controls and Procurement. FREDERICK, Md. (PRWEB)..
PRWeb - Published

Microsoft CEO Satya Nadella describes two new kinds of software that are going to change everything for businesses (MSFT)

microsoft ceo satya nadella describes two new kinds of software that are going to change everything for businesses (msft)
· Microsoft CEO Satya Nadella has two very specific examples of what's next when it comes to business software. · Specifically, he sees two new categories of software emerging. · One new category..
Business Insider - Published

Sovereign Wealth Management Reveals New Corporate Website

Sovereign Wealth Management of Tysons Corner Virginia Reveals New Corporate Website in order to facilitate better navigation, mobile responsiveness, and a retirement calculator for building retirement..
PRWeb - Published

Innovative Benefit Planning Celebrates 30 Years of Business

Innovative Benefit Planning celebrates 30 years of success as a national, employee benefit, and financial services company. MOORESTOWN, N.J. (PRWEB) January 12, 2019 As we enter 2019, Innovative..
PRWeb - Published

Dr. Rosilyn Overton - 2019 Loren Dunton Memorial Award Recipient

The International Association of Registered Financial Consultants (IARFC) will honor Rosilyn Overton, Ph.D., MRFC, CFP®, CRPS, LTCP of Mid-Atlantic Securities in Great Neck, NY with the Loren Dunton..
PRWeb - Published

Baltimore Based Financial Planner Launches New Brand, Website

Ben Offit, a successful Baltimore area Financial Planner and entrepreneur announces "Offit Advisors" as new brand. BALTIMORE (PRWEB) January 10, 2019 Mr. Ben Offit, CFP is launching a new brand..
PRWeb - Published

Carousel Industries Welcomes Two New Leaders to Further Position the Company for Growth and Expansion

The Company Appoints New Chief Financial Officer to Position Company for High Growth, Expands Western United States Footprint with Addition of New Regional Vice President EXETER, R.I. (PRWEB)..
PRWeb - Published

NextHome Launches Full-Service Insurance Offering Through Premier Partner Gateway Insurance Group, Inc.

NextHome announces its exclusive partnership with Gateway Insurance Group, Inc. PLEASANTON, Calif. (PRWEB) January 09, 2019 NextHome, the progressive real estate franchise with consumer-focused..
PRWeb - Published

EastWest Announces Appointment of New Chief Financial Officer

eastwest announces appointment of new chief financial officer
*VANCOUVER, BC / ACCESSWIRE / January 9, 2019 / EastWest Bioscience Inc.* (the "*Company*" or "*EastWest*") (TSX-V: EAST) is pleased to announce that Mr. Paul Marjerrison, B. Comm., CPA, CA, has been..
Accesswire - Published

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