Personal and Family Finances Press Releases

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)…

Everplans Releases New Research to Measure Effect of Coronavirus on Planning and Readiness

Everplans Releases New Research to Measure Effect of Coronavirus on Planning and Readiness

​Everplans, the leading secure digital platform that helps users create, organize, store and safely share critical information and documents, today announced the release of new data designed to gauge the impact of COVID-19 on Americans’ planning and readiness. The Everplans…

Regal Wealth Management Partners With Merchant Investment Management and Opens Its Doors in New York City

Regal Wealth Management Partners With Merchant Investment Management and Opens Its Doors in New York City

Bryan Staff, Managing Partner of Merchant Investment Management (“Merchant”), today announced the launch of Regal Wealth Management (“Regal”), an SEC Registered Investment Advisory firm based in New York City. Joining Regal is Managing Director Jason Bell, who began his career…

Snappy Kraken's New 'Personal Connection Video' Tool a Game-Changer for Financial Advisors

Snappy Kraken's New 'Personal Connection Video' Tool a Game-Changer for Financial Advisors

​​Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, has released its new tool for bi-weekly video marketing. The “Personal Connection Video” series is offered at no additional cost to current subscribers. The tool includes…

Alliance of Comprehensive Planners and Kinder Institute of Life Planning Announce Plans for 2020 Conference in Atlanta

Alliance of Comprehensive Planners and Kinder Institute of Life Planning Announce Plans for 2020 Conference in Atlanta

The Alliance of Comprehensive Planners, a community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a fee-only retainer basis, together with the Kinder Institute of Life Planning, an organization that provides workshops, intensive trainings and…

Streamlined Filing Procedure – Catching Up With US Returns 2020, Published by Bambridge Accountants

Streamlined Filing Procedure – Catching Up With US Returns 2020, Published by Bambridge Accountants

Streamlined Filing Procedure - Catching Up With U.S. Returns 2020 has been published by the Enrolled Agents and accountants Bambridge Accountants. ·      Explanation of the two types of streamlined filing compliance ·      How to catch up with U.S. tax returns without penalties ·      Amending U.S.…

iTrustCapital: Flight to Alternative Assets Drives 78% Increase in Average IRA Rollover Amount

iTrustCapital: Flight to Alternative Assets Drives 78% Increase in Average IRA Rollover Amount

​IRA investment platform iTrustCapital reports a 78% increase in the average starting account size of new clients who transfer funds from existing IRAs and past employer plans like 401ks, 403bs and TSPs. "From January 1 to March 15, the average was…

Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis

Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis

​​​​​Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, has retooled its business model to help advisors survive and thrive amidst the current pandemic. “Advisors are facing significant challenges, in terms of Advisors are facing…

Stratus Wealth Advisors Offers Complimentary Financial Consultations

Stratus Wealth Advisors Offers Complimentary Financial Consultations

In an effort to support the community during these challenging times, Sam Brownell, CFA®, CVA®, MBA, founder of Maryland-based Stratus Wealth Advisors, is offering free consultations to individuals and businesses. “We are all trying to deal with the enormous changes…

Snappy Kraken Webinar to Focus on Reaching Prospects During Volatile Markets

Snappy Kraken Webinar to Focus on Reaching Prospects During Volatile Markets

Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, knows from first-hand experience that the opportunity to win clients and gather new assets is greatest when markets are uncertain. During volatile periods like this, clients…

TradePMR Rolls Out Refined Trading Tools on  Top-Ranked Custodial Platform Fusion

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion

Registered Investment Advisors seeking alpha now have access to modern trading tools that enable an advisor to quickly streamline an advisor’s day-to-day operations. TradePMR, a technology and custodial services provider that works exclusively with Registered Investment Advisors, has announced multiple…

iTrustCapital Reports 280% Increase in Accounts, Fueled by Tax-Savvy Cryptocurrency Investors

iTrustCapital Reports 280% Increase in Accounts, Fueled by Tax-Savvy Cryptocurrency Investors

IRA investment platform iTrustCapital reports a massive 3X increase in sign-ups from January to February, as seasoned cryptocurrency investors flock to its low-cost platform. iTrustCapital executives identified two main reasons for this increase. First, cryptocurrency investors may be taking positions in…

Snappy Kraken Steals Market Share From Digital Content Marketing Competitors

Snappy Kraken Steals Market Share From Digital Content Marketing Competitors

​​​​​​​​Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, has been outpacing competitors both in percentage growth and customer satisfaction, according to the 2020 T3/Inside Information Advisor Software Survey published by financial services thought leaders…

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…

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