Financial Planning

Lifelong Financial Strategies: 25 Tips over 25 Weeks

September 24, 2010

CFP Board Presents First Phase of  “Lifelong Financial Strategies: 25 Tips over 25 Weeks” Washington, D.C. – Just starting out? You need to make smart financial decisions – and a plan. That’s the message from Eleanor Blayney, CFP®, the consumer advocate for Certified Financial Planner Board of Standards, Inc., in the first segment of the […]

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Education at Early Age Improves Consumer Confidence in Financial Knowledge

September 23, 2010

Role Model Key to Financial Literacy Success; However, One-in-Five Polled Either Cite Celebrities or No One as a Role Model CHERRY HILL, N.J., and PORTLAND, Maine – August 2010 – Consumers with strong financial knowledge begin saving earlier and are more confident in their everyday financial tasks, according to the TD Bank Financial Literacy Poll […]

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New Book Out: “Getting Started in Finding a Financial Advisor”

June 7, 2010

(New Book — Message from the publisher) There has never been a time when people needed more help with their finances or a time when they were more scared about hiring an advisor. In yet another story about the fraudulent behavior of a financial advisor, Kenneth Starr, whose clients have included such Hollywood stars as […]

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LearnVest.com – The Leading Women’s Personal Finance Website

May 13, 2010

LearnVest.com: The leading women’s personal finance website focused on education, tools, games & community—a virtually untapped market, until now. By 2010, women are expected to control $12 trillion, or 60% of the country’s wealth (they currently account for 80% of all spending by U.S. households) but aside from difficult to read personal finance books and […]

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HelloWallet Secures $3.6M Series A Financing from Grotech Ventures and Jean and Steve Case

May 12, 2010

HelloWallet Secures Series A Financing from Grotech Ventures and Jean and Steve Case. $3.6M Investment Fuels Site Growth and Expansion to Consumer Market Washington, D.C. — May 6, 2010 — HelloWallet, an independent personal finance website dedicated to helping people reach their financial goals, announced today that it has secured $3.6 million in Series A […]

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