Personal Finance News

Discover the latest in personal finance with press releases highlighting trends, tips, and strategies guiding wealth management and financial planning. Explore opportunities in budgeting, saving, investing, and retirement planning.

Mar 19, 2026 at 4:10 PM

First Trust Senior Floating Rate Income Fund II Declares its Monthly Common Share Distribution of $0.097 Per Share for April

WHEATON, Ill.--(BUSINESS WIRE)--First Trust Senior Floating Rate Income Fund II (the "Fund") (NYSE: FCT) has declared the Fund’s regularly scheduled monthly common share distribution in the amount of $0.097 per share payable on April 15, 2026, to shareholders of record as of April 1, 2026. The ex-dividend date is expected to be April 1, 2026. The monthly distribution information for the Fund appears below. First Trust Senior Floating Rate Income Fund II (FCT): Distribution per share: $0.097 Dis...
Mar 19, 2026 at 4:10 PM

First Trust Advisors L.P. Announces Distribution for FT Vest U.S. Equity Buffer & Premium Income ETF - March

WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. ("FTA") announces the declaration of the Monthly distribution for FT Vest U.S. Equity Buffer & Premium Income ETF - March, a series of First Trust Exchange-Traded Fund VIII. The following dates apply to today's distribution declaration:         Expected Ex-Dividend Date:          March 20, 2026  Record Date:                                    March 20, 2026  Payable Date:                                   March 23, 2026  Ticker Excha...
Mar 19, 2026 at 2:37 PM

Frost Law Urges Additional Changes to IRS Voluntary Disclosure Practice to Expand Access, Help More People

WASHINGTON--(BUSINESS WIRE)--Frost Law urged the IRS to make changes to the Voluntary Disclosure Program, a key compliance program, to help more people struggling financially....
Mar 19, 2026 at 12:00 PM

Average U.S. Household Pays $1,222 a Year in Hidden Costs Associated With Paying Bills

SEATTLE--(BUSINESS WIRE)--A new report released today by doxo found that hidden costs associated with paying bills amount to $156 billion annually, averaging $1,222 per household. Each year U.S. households spend over $5.03 trillion on household bills. Staying on top of these bills is the single biggest factor affecting consumer financial health, and the unnecessary complexity in managing them results in billions of dollars in avoidable consumer expenses each year, along with significant custome...
Mar 19, 2026 at 12:00 PM

True Link’s 24/7 AI Researcher Identifies Scammers Before They Can Charge the Customer’s Card – an Industry First

SAN FRANCISCO--(BUSINESS WIRE)--True Link today unveiled its Retina agent, a 24/7 AI researcher that connects the dots on scammy merchants before they have a chance to charge your card. With over 3.8 million merchants screened and tens of thousands added every month, it is the only known database of its kind, already preventing more than a million high-risk transactions annually and saving customers an average of $1,700 per year. The Retina agent works around the clock, drawing on aggregated co...
Mar 19, 2026 at 11:58 AM

Houston Trust Company Announces Newly Appointed Director

HOUSTON--(BUSINESS WIRE)--Houston Trust Company is pleased to announce that Peter Rodriguez has joined its Board of Directors. “We are honored and excited to have someone of Peter’s accomplishments and stature on our board. Peter offers great insights into economics and organizational management and brings both academic and business experience to Houston Trust,” said David Lummis, President and CEO. Peter joins Houston Trust Company’s board of long-serving members, including: James S. D’Agostin...
Mar 19, 2026 at 11:39 AM

1031 CF Properties Launches Senior Secured Private Credit Fund for Income-Focused Investors

IRVINE, Calif.--(BUSINESS WIRE)--1031 CF Properties, a leading sponsor and manager in senior housing alternative investments, announces the launch of 1031CF Real Estate Private Credit Fund, providing accredited investors exposure to asset-backed real estate lending across multiple property types and market conditions. The Fund focuses on originating senior secured loans backed by commercial real estate, including senior housing, multifamily, student housing, affordable housing, build-to-rent, b...
Mar 19, 2026 at 10:10 AM

Multiply Mortgage Expands Mortgage Benefits to Thousands of Companies Through Sequoia Partnership

DENVER--(BUSINESS WIRE)--Multiply Mortgage, the AI-native mortgage platform delivering lower-rate mortgages through employer benefits, today announced a strategic commercial partnership with Sequoia Group, the premier total compensation and benefits advisory firm for investor-backed companies. The partnership brings Multiply’s mortgage benefit to Sequoia’s professional employer organizations (PEO), and it will expand to thousands of companies across Sequoia’s broader advisory business. By launc...
Mar 19, 2026 at 9:08 AM

The Finance Couple™ Joins Osaic Through Innovative Financial Group, Bringing $204 Million in Client Assets

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced The Finance Couple has joined from the firm LPL Financial, bringing $204 million in client assets. The Greenville, South Carolina–based advisory firm founded by husband-and-wife team Tim Curran, JD, CFP, and Wynne Curran, has joined Osaic through its office of supervisory jurisdiction (OSJ) Innovative Financial Group (“IFG”). The Finance Couple is a b...
Mar 19, 2026 at 8:45 AM

Schwab Announces Its Spring Business Update

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation announced that it has scheduled a Spring Business Update for institutional investors on Thursday, April 16th....
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