Personal finance

IARFC Releases the 2022 Fall Edition of its Journal of Personal Finance

Retrieved on: 
Thursday, October 6, 2022

MIDDLETOWN, Ohio, Oct. 6, 2022 /PRNewswire-PRWeb/ -- The JPF editor, Craig Lemoine, Ph.D., MRFC® CFP®, is the Director of the Financial Planning Program at the University of Illinois, Champaign, IL. With an education background dating back to 2003, Dr. Lemoine has a deep understanding of examination and assessment in financial planning. He has served on the CFP® Board Council of Examinations since 2010, has been a professor of Financial Planning at the American College, and has served as a Director on the MRFC Certification Board.

Key Points: 
  • The 2022 Fall Issue of the Journal of Personal Finance (JPF) is now available from the International Association of Registered Financial Consultants (IARFC).
  • Additionally, we are able to feature work from the 2022 IARFC National Financial Plan Competition case study champions!"
  • Initiated in 2002, the Journal of Personal Finance has grown in scope, acceptance and recognition among practitioners and academicians.
  • Members can take the IARFC Journal of Personal Finance Online CE quizzes.

Change in Telehealth Utilization Varied by Region in United States from June to July 2022

Retrieved on: 
Monday, October 3, 2022

NEW YORK, Oct. 3, 2022 /PRNewswire/ -- Telehealth utilization, as measured by telehealth's share of all medical claim lines, varied by US region from June to July 2022, according to FAIR Health's Monthly Telehealth Regional Tracker.1 Telehealth utilization rose in three of the four US census regions—Midwest, South and West—with the greatest increase (5.7 percent) in the West, where telehealth utilization rose from 7.0 to 7.4 percent of medical claim lines; the South increased 4.9 percent and the Midwest 2.5 percent. In the Northeast, telehealth utilization fell 3.3 percent, from 6.0 percent of medical claim lines to 5.8 percent. Overall, national telehealth utilization increased 1.9 percent from June to July, after declining 3.7 percent from May to June, rising from 5.2 percent of medical claim lines in June to 5.3 percent in July. The data represent the privately insured population, including Medicare Advantage and excluding Medicare Fee-for-Service and Medicaid.

Key Points: 
  • In the Northeast, telehealth utilization fell 3.3 percent, from 6.0 percent of medical claim lines to 5.8 percent.
  • In July 2022, social worker remained the top-ranking telehealth specialty in all regions and nationally, as it had since February 2022.
  • Nationally and in every region in July 2022, COVID-19 ranked second among telehealth diagnoses.
  • In July 2022, the rankings of the top five telehealth procedure codes did not change nationally or in any region when compared to the prior five months.

Q.ai Wins "InvestmentTech" and "Personal Finance Tech of the Year" at 2022 US FinTech Awards

Retrieved on: 
Wednesday, September 28, 2022

NEW YORK, Sept. 28, 2022 /PRNewswire/ -- Q.ai, the digital investment management app offering wealth-management services and solutions, was named winner of the "InvestmentTech of the Year" and "Personal Finance Tech of the Year" categories at the 2022 US FinTech Awards. The awards celebrate the achievements of the best and brightest fintech companies in the United States.

Key Points: 
  • The awards celebrate the achievements of the best and brightest fintech companies in the United States.
  • With Q.ai's personalized approach to wealth management and investing strategies, retail investors can benefit from Q.ai's top-performing investment strategies and AI capabilities.
  • The full list of 2022 US FinTech Award winners can be found here:
    Q.ai is powering a personal wealth movement to make wealth creation easy, accessible and transparent.
  • It's revolutionizing the investment experience with never-before-seen, AI-powered portfolio and wealth management solutions wrapped up into one-tap investing technology.

E*TRADE From Morgan Stanley Named #1 Online Broker in Kiplinger 2022 Review

Retrieved on: 
Monday, September 26, 2022

E*TRADE from Morgan Stanley today announced it was named the 2022 Best Online Broker in Kiplinger .

Key Points: 
  • E*TRADE from Morgan Stanley today announced it was named the 2022 Best Online Broker in Kiplinger .
  • The review highlights its advisory services, research, and investment choices as particular strengths since joining Morgan Stanley, while also awarding the firm the number one spots for mobile, tools, and research.
  • E*TRADE from Morgan Stanley, E*TRADE, and the E*TRADE logo are trademarks or registered trademarks of E*TRADE from Morgan Stanley.
  • ETFC-G
    2022 E*TRADE from Morgan Stanley.

FAIR Health Launches Actionable Tools with Healthcare Cost Information for Older Adults and Family Caregivers

Retrieved on: 
Wednesday, September 14, 2022

NEW YORK, Sept. 14, 2022 /PRNewswire/ -- As part of an initiative funded by The John A. Hartford Foundation, FAIR Health, a national, independent nonprofit, today launched five new shared decision-making tools, three new FH® Total Treatment Cost tools, educational content and resources related to the care of older adults. This initiative aims to advance shared decision making among older patients, especially those with serious illnesses, as well as their caregivers and care partners, by providing them with the information and resources needed to make informed healthcare decisions and better navigate the healthcare system. Access the tools here.

Key Points: 
  • By providing tools that combine clinical and cost information, FAIR Health seeks to improve financial health literacy among older patients, their caregivers and their care partners.
  • FAIR Health will disseminate the tools toolder patients, family caregivers, care partners and providers in four major urban centersNew York City, Los Angeles, Atlanta and Chicagoand their environs.
  • FAIR Health President Robin Gelburd said, "We thank The John A. Hartford Foundation for its generous support of our efforts to empower older patients and family caregivers in navigating the healthcare system with actionable tools and information.
  • This initiative will engage older adults and caregivers and care partners in healthcare decision making, and help them better manage their healthcare costs."

Telehealth Utilization Fell Nearly Four Percent Nationally in June 2022

Retrieved on: 
Monday, September 12, 2022

NEW YORK, Sept. 12, 2022 /PRNewswire/ -- In June 2022, after two months of growth, national telehealth utilization fell 3.7 percent, from 5.4 percent of medical claim lines in May to 5.2 percent in June, according to FAIR Health's Monthly Telehealth Regional Tracker.1 Declines also occurred in the Northeast (4.8 percent) and South (2.4 percent), but there was an increase in telehealth utilization of 2.9 percent in the West and no change in the Midwest. The data represent the privately insured population, including Medicare Advantage and excluding Medicare Fee-for-Service and Medicaid.

Key Points: 
  • In June 2022, COVID-19 maintained the same ranking among the top five telehealth diagnoses that it held in May, both nationally and in every US census region.
  • In June 2022, the rankings of the top five telehealth procedure codes did not change nationally or in any region when compared to the prior four months.
  • For June 2022, the Telehealth Cost Corner spotlighted the cost of CPT 90836, 45-minute psychotherapy with evaluation and management visit.
  • FAIR Health President Robin Gelburd stated: "We welcome sharing these varying windows into telehealth utilization as it continues to evolve.

New Survey Finds Americans Want Even More Guaranteed Income in Retirement

Retrieved on: 
Thursday, September 8, 2022

WASHINGTON, Sept. 8, 2022 /PRNewswire/ -- Recent volatility in the markets has altered Americans' perceptions around what it means to have a secure retirement, as three-fourths of respondents say they would like more guaranteed income in retirement than they already have or expect to have, according to a new national poll of retirees and near-retirees by Kiplinger's Personal Finance magazine and leading retirement solutions company Athene. Interestingly, more pre-retirees express this desire than current retirees do (82% vs 69%).

Key Points: 
  • Three-fourths of respondents say they would like more guaranteed income in retirement than they have/expect to have.
  • The rising cost of health care (72%) and inflation (71%) closely follow as other top threats cited in the survey.
  • A majority of respondents (57%) say that having more guaranteed income in retirement would specifically ease their concerns about running out of money.
  • "Retirees with enough guaranteed income to pay their fixed expenses can stay fully invested in the stock market during a downturn," says Kiplinger magazine editor Mark Solheim.

Inflation and Cost of Living Are the Top Two Financial Challenges Americans Are Facing, According to Ramsey Solutions Study

Retrieved on: 
Monday, August 29, 2022

According to the latest edition of The State of Personal Finance 2022 by Ramsey Solutions, 40% of Americans reported inflation was their top challenge, followed closely by the cost of living at 39%.

Key Points: 
  • According to the latest edition of The State of Personal Finance 2022 by Ramsey Solutions, 40% of Americans reported inflation was their top challenge, followed closely by the cost of living at 39%.
  • The report found most Americans are limiting expenses to make ends meet, with 70% cutting back on travel.
  • Now more than ever is the time to have a plan for your money, said Rachel Cruze, personal finance expert and national bestselling author.
  • Ramsey Solutions exists for those outside its walls, empowering people in the areas of money, business, leadership, career and mental wellness.

Kids Kicking Cancer Receives $1,000,000 Pledge from Kraft Family to Build New Interactive Digital Dojo to Empower Children in Pain Through Martial Arts Therapy

Retrieved on: 
Tuesday, August 16, 2022

The goal of the Heroes Circle Digital Dojo is to connect pediatric patients with Martial Arts Therapeutic Mentors, as well as friends and peers all over the world.

Key Points: 
  • The goal of the Heroes Circle Digital Dojo is to connect pediatric patients with Martial Arts Therapeutic Mentors, as well as friends and peers all over the world.
  • Kids Kicking Cancer has hired a Detroit-based marketing agency partner, Rebuild, to help manage platform design and build.
  • The new Heroes Circle Digital Dojo is expected to launch in 2023 along with the opening of the Kraft Digital Dojo Studio for production and broadcasting.
  • The Heroes Circle is a global healing and wellness initiative inspired by the children of Kids Kicking Cancer.

Telehealth Utilization Grew 10.2 Percent Nationally in May 2022

Retrieved on: 
Monday, August 8, 2022

NEW YORK, Aug. 8, 2022 /PRNewswire/ -- In May 2022, for the second straight month, telehealth utilization, as measured by telehealth's share of all medical claim lines, grew nationally and in every US census region (Midwest, Northeast, South, West), according to FAIR Health's Monthly Telehealth Regional Tracker.1 National telehealth utilization increased 10.2 percent, from 4.9 percent of medical claim lines in April to 5.4 percent in May. Regionally, the greatest increase was in the Midwest, where telehealth utilization grew 17.6 percent in May. The data represent the privately insured population, including Medicare Advantage and excluding Medicare Fee-for-Service and Medicaid.

Key Points: 
  • Regionally, the greatest increase was in the Midwest, where telehealth utilization grew 17.6 percent in May.
  • From April to May 2022, COVID-19 climbed in the rankings of the top five telehealth diagnoses nationally and in every region except the Northeast, where it remained at number two.
  • In May 2022, the rankings of the top five telehealth procedure codes did not change nationally or in any region when compared to the prior three months.
  • FAIR Health President Robin Gelburd stated: "We welcome sharing these varying windows into telehealth utilization as it continues to evolve.