Search Results for: retirement plan

Transamerica Unveils Financial Choice IUL
InsurTech News

Transamerica Unveils Financial Choice IUL

Fintech News Desk
New index universal life insurance offers opportunity for tax-advantaged choice and flexibility Transamerica announces the availability of the Transamerica Financial Choice IUL, a new index universal life insurance policy to protect beneficiaries while providing flexibility and opportunity for tax-advantaged supplemental income. The Transamerica Financial Choice IUL offers life insurance protection and a......
Global Islamic Finance Sector Prioritises ESG Concerns
Business Markets News

BluPeak Weighs In On Your Favorite Personal Budgeting Apps

Fintech News Desk
The inflation we’ve been experiencing recently has convinced even some of the most budgeting-averse to try to change their ways, in hopes of offsetting higher costs for everything from food and fuel, to rent and travel. The great news is that getting a solid handle on your personal budget now......
Big Data Cloud News

MADworld And Space Frontier Studio KIBO To Launch The First NFT Of 2023 Featuring The First Space Sunrise Of The New Year

Fintech News Desk
MADworld, the innovative Web3 ecosystem, and the Space Frontier Studio KIBO (produced, designed, developed by Bascule Inc.) are blasting off into the new year by launching the first NFT of 2023 alongside a livestream the first space sunrise of the year. The space sunrise live program will be captured by......
Over 70% of Millennials Ready to Switch Banks for Better Savings APY, M1 Survey Finds
Finance Investment Services News

Over 70% of Millennials Ready to Switch Banks for Better Savings APY, M1 Survey Finds

Fintech News Desk
Only half of US Millennials think their primary financial institution will help them meet their financial goals next year Amid continued inflation and market volatility, a new survey from personal banking and investment platform M1 of over 1,000 US Millennials finds that 71% would consider changing their primary bank or other financial......
Lincoln Financial Group Announces Launch of Financial Wellness Marketplace for Employer Customers
Finance News

Lincoln Financial Group Announces Launch of Financial Wellness Marketplace for Employer Customers

Fintech News Desk
Available through Lincoln’s proprietary WellnessPATH solution, the marketplace will connect employees with financial wellness resources, starting with student debt solutions in 2023 Lincoln Financial Group’s Workplace Solutions business announced an expansion of its financial wellness program with the launch of a new marketplace that connects individuals with partner companies that offer......
New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today
Finance Investment Services News

New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today

Fintech News Desk
To better understand how Americans perceive wealth in relation to the world around them, Edelman Financial Engines (EFE) the nation’s top independent wealth planning and investment advisory firm,  released findings from a new report titled Everyday Wealth in America. The research explores critical areas at the intersection of life and money and......
First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney
Banking News

First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney

Fintech News Desk
First Fidelity Bank customers can choose to self direct invest in traditional or alternative assets, access financial planning software and education and content through their existing online banking channel First Fidelity Bank (FFB) a $2.6 billion-asset community bank headquartered in Oklahoma City announced the launch of a comprehensive digital wealth......
Kestra Private Wealth Services Welcomes HF3 Wealth Partners
Investment Services News

Kestra Private Wealth Services Welcomes HF3 Wealth Partners

Fintech News Desk
Alexandria, Virginia-based firm sought freedom and resources to deliver a top-notch, client-centric approach Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of HF3 Wealth Partners to its platform. “From our initial conversations, we could tell David and HF3 Wealth Partners were an excellent......
Commerce Finance News

ThePayStubs Accounting Firm Launches IRS Tax Form 1040 Generator

Fintech Staff Writer
This IRS tax document, otherwise called U.S. Individual Expense form, is expected to be finished up by any individual who meets the meaning of a person according to the IRS.ThePayStubs is a public bookkeeping firm situated in California, US, who have made an assortment of paystub arrangements with the assistance......
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