Personal and Family Finances Press Releases

Centurion Wealth Management is Pleased to Announce That Darren Colananni, CFP®, ChFC®, CIMA®, CPWA®, Has Joined the Firm in Their McLean, Virginia Office

Centurion Wealth Management is Pleased to Announce That Darren Colananni, CFP®, ChFC®, CIMA®, CPWA®, Has Joined the Firm in Their McLean, Virginia Office

Centurion Wealth Management strives to constantly enhance their clients' financial planning and investment experience and adding Darren to the Centurion team furthers that core philosophy. Darren has been advising clients, their families and businesses at Merrill Lynch and he is…

'Sanity-Saving' Mother Lauren Greutman on Family Finance 101 on Tips on TV Blog

'Sanity-Saving' Mother Lauren Greutman on Family Finance 101 on Tips on TV Blog

It is the second month of the New Year, which serves as an ideal time to take stock of our financial health and in many cases, make a plan for how to save more. It is unsurprising that financially-themed resolutions are…

CEO of Mako Medical Announces Launch of New Pharmacy Program Aimed at Free Medication

CEO of Mako Medical Announces Launch of New Pharmacy Program Aimed at Free Medication

Chad Price, the CEO of Mako Medical, announced this week a new pharmacy program called MakoRx aimed at capping pharmacy costs for families around the country. This program provides access to over 300 different prescriptions for free. Only a small…

Redi2's BillFin™ Selected by CircleBlack for Advanced Fee Billing Partner

Redi2's BillFin™ Selected by CircleBlack for Advanced Fee Billing Partner

CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology applications, today announced that it has selected Redi2 Technologies' BillFinTM solution, as their provider of…

IRSProb.com's Randy Martin Earned the Certified Tax Resolution Specialist Designation

IRSProb.com's Randy Martin Earned the Certified Tax Resolution Specialist Designation

Randell "Randy" W. Martin of IRSProb.com, a Dallas, Texas, IRS Tax Resolution Firm, earned the Certified Tax Resolution Specialist designation from the American Institute of Tax Problem Solvers. The designation allows individuals and businesses to identify experts who can help…

RightCapital Introduces RightPay

RightCapital Introduces RightPay

​​​​​​​​​​​RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables financial advisors to collect financial planning fees from clients via credit card. RightPay seamlessly…

Centurion Wealth's Wendy Payne Named by Forbes as One of the Best Financial Advisors in Virginia

Centurion Wealth's Wendy Payne Named by Forbes as One of the Best Financial Advisors in Virginia

Wendy Payne of Centurion Wealth Management, an independent wealth management firm headquartered in McLean, Virginia, has received recognition for her comprehensive approach to financial planning and her dedicated work on behalf of her clients. The founding partner of Centurion Wealth…

Author Pays Off $27,000 of Debt in 11 Months by Recording Tiny Daily Money Choices

Author Pays Off $27,000 of Debt in 11 Months by Recording Tiny Daily Money Choices

“I loved Charis’ book. I couldn’t stop reading it, and I finished it in a couple of hours. What I love about Charis’ story is she’s so methodical about her process, and she’s not preaching at people ⁠— she’s teaching people who…

Learn to Beat Wall Street With Kevin J. Davey's New Book

Learn to Beat Wall Street With Kevin J. Davey's New Book

With a little knowledge, readers can beat the pros on Wall Street, according to the new book “Stock Investing For Everyone: How To Beat Wall Street At Their Own Game” by Kevin J. Davey. This simple-to-follow book guides the reader…

Optima Asset Management Relocates, Announces New Website

Optima Asset Management Relocates, Announces New Website

​​​​​​​Optima Asset Management, an independent Registered Investment Advisory firm located in Dallas, Texas, today introduced its redesigned logo and website, and announced the relocation of its offices. After many years on Merit Drive, the firm recently opened new offices at…

Inside the RIA Deal Room: Advisor Growth Strategies, With Support From BlackRock, Unveils New M&A Study

Inside the RIA Deal Room: Advisor Growth Strategies, With Support From BlackRock, Unveils New M&A Study

​​​​​​​Advisor Growth Strategies, a management consulting and transaction advisory firm serving financial advisory firms and institutions, today announced the release of a special research report called “The RIA Deal Room.” Sponsored by BlackRock, the study provides unbiased, data-driven insights into the…

At ZayZoon, We Are So Over Overdraft

At ZayZoon, We Are So Over Overdraft

​​​ZayZoon, a leader in Earned Wage Access, today announced ZayU, a host of products to assist employees in achieving financial health through information and finance automation. With ZayU, employers now have a trusted financial health platform that gives their employees deeper understanding…

Heron Wealth Recognized by Citywire RIA Magazine as 'Future 50' Financial Advisory Firm to Watch

Heron Wealth Recognized by Citywire RIA Magazine as 'Future 50' Financial Advisory Firm to Watch

​​​​​Heron Wealth, an SEC Registered Investment Advisor based in New York City, was named to Citywire’s 2019 inaugural list of RIA Future 50. At a special gathering in Austin earlier this month, Citywire recognized fifty firms that best represent its…

Eighth Annual Rocktoberfest in Chicago Happening Oct. 10, 2019

Eighth Annual Rocktoberfest in Chicago Happening Oct. 10, 2019

​​​​The eighth annual Rocktoberfest in Chicago will be held on Oct. 10, 2019, at the City Winery, located at 1200 West Randolph Street, Chicago. Festivities begin at 6 p.m. The fundraiser will benefit A Leg To Stand On (ALTSO). ALTSO is a non-profit organization that…

Kinetic Financial Reveals the Top Three Retirement Planning Tips

Kinetic Financial Reveals the Top Three Retirement Planning Tips

​​​In honor of National Senior Month, Kinetic Financial, a concierge-based financial planning company in Los Angeles, is sharing its top tips for retirement planning in 2019.   More than half of Americans are falling short when saving for retirement and as many…

Oranj Will Rock Out for Charity as VIP Sponsor at Eighth Annual ALTSO Rocktoberfest-Chicago

Oranj Will Rock Out for Charity as VIP Sponsor at Eighth Annual ALTSO Rocktoberfest-Chicago

​Oranj, a free end-to-end wealth management solution that helps independent financial advisors streamline business and create a collaborative digital experience for their clients, announced that they will rock out for charity as a VIP Sponsor of the eighth annual Rocktoberfest…

Centurion Wealth's Sterling Neblett Named by Forbes as One of the Best Financial Advisors in Virginia

Centurion Wealth's Sterling Neblett Named by Forbes as One of the Best Financial Advisors in Virginia

Sterling D. Neblett of Centurion Wealth Management, a leading provider of financial and wealth management solutions in Northern Virginia, has received recognition for his work he provides his clients. The founding partner of Centurion Wealth Management has been named among…

Tiller Money Launches New Google Sheets Platform to Instantly Automate Personal Finances in Spreadsheets

Tiller Money Launches New Google Sheets Platform to Instantly Automate Personal Finances in Spreadsheets

At #FinCon19 today, Tiller Money announced the Tiller Money Platform for Google Sheets, with all-new tools to instantly automate personal finance tracking in any Google Spreadsheet, along with a free library of templates and a vibrant new user community. Tiller…

Jumpstart Joins MERJ to Offer US Investors Regulated Exposure to Tokenized Securities

MERJ, the official stock exchange of the Republic of Seychelles, teams up with U.S. broker-dealer Jumpstart and custodian Prime Trust to open its doors to American accredited investors seeking to take part in its equity offering. The move marks the…

Fidato Wealth Announces Up-Coming Retirement Planning Course, Offered Through Highland Community Education

Fidato Wealth Announces Up-Coming Retirement Planning Course, Offered Through Highland Community Education

​​​​​​​​Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, Ohio, announced a continuing education course, scheduled to begin later this month. The two-session course, titled Retirement Planning Today®, will be held at Highland High…

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