Personal and Family Finances Press Releases

Holistiplan’s Award-Winning Tax-Planning Software Chosen by Buckingham Strategic Wealth for Advisors Nationwide

Holistiplan’s Award-Winning Tax-Planning Software Chosen by Buckingham Strategic Wealth for Advisors Nationwide

Holistiplan co-founders, Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP®, today announced that Buckingham Strategic Wealth, headquartered in St. Louis, Missouri, has added Holistiplan's tax planning software to its tech stack. Holistiplan is an award-winning tax planning software for financial…

My Susu Inc. to Launch Mobile App in March of 2021

My Susu Inc. to Launch Mobile App in March of 2021

Taking the next step in its mission to bring sustainable, community-oriented financial networks to Americans who have struggled to save, My Susu Inc. will be launching its mobile app in late March, preceded by its launch event on March 27,…

Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation

Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation

HawsGoodwin Wealth, an independent financial planning and investment management firm, announced today that President and Managing Partner Cam Goodwin successfully achieved the Certified Exit Planning Advisor (CEPA) designation, the most widely accepted and endorsed professional exit planning certification program in…

Americans Gave Up Citizenship in Record Numbers in 2020, Up Triple From 2019, Reports Tax Specialists Americans Overseas

Americans Gave Up Citizenship in Record Numbers in 2020, Up Triple From 2019, Reports Tax Specialists Americans Overseas

2020 was a record year for Americans giving up their citizenship, according to the experts and tax specialists of Americans Overseas.A record 6,705 Americans gave up their citizenship in 2020 A 260% increase from 2019 when 2,577 Americans gave up their citizenship Renunciations…

America’s Best TAMPs, 2021 Edition: New Guide for Financial Professionals Unveiled by TheWealthAdvisor.com

America’s Best TAMPs, 2021 Edition: New Guide for Financial Professionals Unveiled by TheWealthAdvisor.com

TheWealthAdvisor.com, a Marina Media, LLC outlet, today announced their annual issue of "America's Best TAMPs - 2021 Edition," which features thirty of the top TAMPs in the U.S.A. TAMP or turnkey asset management program is typically a fee-account technology platform…

cleverDome and Silver Oak Securities to Provide Military-Grade Cybersecurity to Advisors and Representatives

cleverDome and Silver Oak Securities to Provide Military-Grade Cybersecurity to Advisors and Representatives

cleverDome, Inc.™, a Phoenix-based B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information "Under the Dome"TM (i.e. secure and off the open Internet), today announced an agreement with Silver Oak Securities, Inc. to move…

Zoe Financial Gives Insight on How a Wealth Manager Can De-risk a Portfolio

Zoe Financial Gives Insight on How a Wealth Manager Can De-risk a Portfolio

Understanding the value of de-risking a portfolio can be challenging after years of a growth-focused investment approach. Yet, as the end state of an investment goal approach, so too does the importance of reducing volatility in the portfolio. A wealth…

Nevada State Treasurer's Office Unveils New Digital Platform Providing Families Access to Enhanced Planning Resources for Higher Education

Nevada State Treasurer's Office Unveils New Digital Platform Providing Families Access to Enhanced Planning Resources for Higher Education

The Nevada State Treasurer’s Office announces the launch of NVigate, a new program and online platform providing students and parents access to essential information, programs and services to make informed decisions about planning, saving and budgeting for higher education. NVigate…

New E-Book Aims to Eradicate Most Student Loan Debt While Fighting Hunger Too

New E-Book Aims to Eradicate Most Student Loan Debt While Fighting Hunger Too

The Student Debt Manifesto: How to pay off student loans faster and gain financial freedom, is a new motivational and personal success e-book by up-and-coming LATINA owned publishing company, Green Manifesto Books LLC, that could help with the current student…

Holistiplan's Innovative Tax-Planning Software is Latest Value-Add to Carson's Tech Stack

Holistiplan's Innovative Tax-Planning Software is Latest Value-Add to Carson's Tech Stack

Holistiplan co-founders, Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP®, today announced that Carson Group will integrate Holistiplan's award-winning comprehensive tax planning software into its tech stack. The Holistiplan subscription costs are covered in full for all Carson Partners. Earlier…

IRS Has 2.5 Million 2019 Tax Returns Still to Be Processed, Reports Bambridge Accountants New York

IRS Has 2.5 Million 2019 Tax Returns Still to Be Processed, Reports Bambridge Accountants New York

During testimony to a House Oversight and Reform Committee, IRS Commissioner Charles Rettig confirmed this month that the IRS still has 2.5 million 2019 federal returns to be processed. Those returns are all paper federal tax returns filed for the…

Oranj Adds Reporting Feature to Its Platform for Financial Advisors

Oranj Adds Reporting Feature to Its Platform for Financial Advisors

Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced the launch of its new Investment Reporting feature on the Oranj platform. The Oranj Investment Reporting feature is designed to be straightforward, with easy-to-produce-and-explain…

Alliance of Comprehensive Planners Announces First-Ever Virtual Conference

Alliance of Comprehensive Planners Announces First-Ever Virtual Conference

​​​​​Alliance of Comprehensive Planners (ACP), a community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a fee-only retainer basis, has announced the 2020 ACP Annual Conference, to be held virtually October 28-30, 2020. Participation is…

iTrustCapital: 401(k) Investors Flee Wall Street, Favoring Bitcoin & Gold

iTrustCapital: 401(k) Investors Flee Wall Street, Favoring Bitcoin & Gold

iTrustCapital, the leading investment platform for alternative assets – including cryptocurrency and gold – has completed more than 10,000 transactions so far this year. They identify this growth as coming from investors moving their 401(k) and IRA retirement accounts from…

Sam Brownell of Stratus Wealth Advisors Encourages Maryland Residents to 'Buy Local'

Sam Brownell of Stratus Wealth Advisors Encourages Maryland Residents to 'Buy Local'

​​​​Sam Brownell, CFA®, CVA, founder of Stratus Wealth Advisors, has a message for Maryland residents: buy local. "Buying local" is especially important in the current COVID-19 environment, when small businesses have been especially hard hit. According to Think Local First…

Perfect Time for Americans Overseas to Catch Up With Taxes, Reports Bambridge Accountants New York

Perfect Time for Americans Overseas to Catch Up With Taxes, Reports Bambridge Accountants New York

Americans are in the relatively unique situation that they still have to file U.S. tax returns after they leave the U.S. Although that is a burden that most U.S. citizens would rather not have, for 2020 there may be a silver…

Redi2's BillFin™ Now Available on the SSG Platform

Redi2's BillFin™ Now Available on the SSG Platform

Redi2 Technologies, the premier provider of hosted fee billing and revenue management solutions to the global financial services industry, and Shareholders Service Group (SSG), which provides brokerage and custodial support services for independent Registered Investment Advisors, have announced that advisors…

iTrustCapital Releases New Revolutionary Physical Gold Product on IRA Platform Utilizing Kitco Metals

iTrustCapital Releases New Revolutionary Physical Gold Product on IRA Platform Utilizing Kitco Metals

iTrustCapital, an investment platform for alternative assets in retirement accounts, today launched a new service that utilizes Kitco Metals and Tradewinds Markets Vaultchain™ Gold to deliver a revolutionary new product for precious metals investors. In 2020, we find ourselves in…

Rosenthal Wealth Management Group Offers Complimentary Web Ex Financial Planning Webinars

Rosenthal Wealth Management Group Offers Complimentary Web Ex Financial Planning Webinars

Larry Rosenthal, president of Rosenthal Wealth Management Group (RWMG), is offering a series of complimentary financial planning webinars for persons interested in maximizing the return on and protection of their financial resources. “There is no question that as impacts of…

40% of Americans Now Unable to Retire, According to the Latest Simplywise Retirement Confidence Survey

The latest study from Simplywise found that 56% of Americans are more concerned about their retirement today compared to a year ago. Their main concerns are that the Social Security trust fund will dry up before or during their retirement (which 56% believe)…

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