Search Results for: tax planning

Wounded Warriors Family Support Partners with Pathway Financial Education
Finance News

Wounded Warriors Family Support Partners with Pathway Financial Education

Fintech News Desk
by Fintech News Desk0
Credit problems. Underwater mortgages. Late house payments. A FINRA Investor Education Foundation analysis discovered that military veterans are more likely to suffer these problems than the civilian population. Wounded Warriors Family Support understands the importance of financial literacy and savings. The nonprofit has formed a partnership with Pathway Financial Education......
UserTesting Helps Drive the Future of Retail Banking Experiences with Real Human Insight
Banking News

UserTesting Helps Drive the Future of Retail Banking Experiences with Real Human Insight

Fintech News Desk
by Fintech News Desk0
New test templates enable retail banks to readily get pre-and post-launch feedback at the speed of agile to better ensure success during the design, development, and optimization of new features and experiences UserTesting, a leader in video-based human insight, announced the availability of new test templates for the UserTesting Human Insight Platform......
GoLogiq to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials
Analytics Fintech News

GoLogiq to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials

Fintech News Desk
by Fintech News Desk0
GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, has signed a binding letter of intent to acquire privately-held Nest Egg Investments in an all-stock transaction valued at $30 million. Nest Egg offers a streamlined mobile solution for discovering, planning, and automating retirement savings, with investment products and......
Transamerica Unveils Financial Choice IUL
InsurTech News

Transamerica Unveils Financial Choice IUL

Fintech News Desk
by Fintech News Desk0
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......
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RetirementInvestments Launches 7 New Personalized Online Financial Calculators

Fintech News Desk
by Fintech News Desk0
RetirementInvestments is pleased to announce the launch of their new financial calculators after working on the development of them for the past year. The 7 new calculators include their Retirement Calculator, Roth IRA Calculator, 401(k) Calculator, Home Affordability Calculator, Capital Gains Tax Calculator, Precious Metals IRA Calculator, and Crypto IRA Calculator. These calculators give website publishers the ability to easily......
Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program
Investment Services News

Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program

Fintech News Desk
by Fintech News Desk0
Angeles provides the playbook for families to come together around their values to meet financial, tax, family, and philanthropic goals Angeles Wealth Management, announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families’ investment and philanthropic activities and deliver bespoke solutions that......
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
by Fintech News Desk0
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......
Wave Launches ‘Creator Economy Financial Playbook’ To Enable Entrepreneurial Success for the Fastest Growing Segment of Small Business
Economy Finance News

Wave Launches ‘Creator Economy Financial Playbook’ To Enable Entrepreneurial Success for the Fastest Growing Segment of Small Business

Fintech News Desk
by Fintech News Desk0
New playbook provides proven strategies and real-world advice to help creators turn their passions into financial gain Wave, the one-stop money management solution for small business owners, launched a new financial playbook to help the 7 million Americans who are part of the “creator economy” grow their businesses and thrive.......
Blockchain News

nChain Signs Agreement With NAGEX To Develop Blockchain-Based Carbon Exchange Platform

Fintech News Desk
by Fintech News Desk0
nChain announces the signing of an agreement with NAGEX to assess the viability of a global CO2 index based in North America that incorporates physical storage of CO2 and digital blockchain ledger technology. Despite being one of the largest commodities in the world, carbon dioxide is rarely included in the......
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