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Financial Planning

CFOs Cite AI Cost-Governance Gaps in Survey

Financial Reporting October 23, 2026 

CFOs Cite AI Cost-Governance Gaps in Survey

The challenge is no longer simply deciding what to fund; it is building the cost governance and discipline important to scaling AI responsibly.

Featured Articles

October 13, 2026  

Helping Clients Remove Complexity From Their Accounting Processes

October 5, 2026  

How Financial Skills Drive Small Business Success and Growth

September 17, 2026  

Travis Kelce, NFL Star and Husband of Taylor Swift, Fell Victim to a Ponzi Scheme – The Financial Advisor Got Sentenced to 11 Years in Prison

September 16, 2026  

FP&A’s Perception Problem: Why Just 9% of Executive Teams View FP&A as a Growth Driver

August 26, 2026  

AI Forecasting Jumps Among CFOs, But ROI Remains Elusive
2026 Comic Book Investing: A Mid-Year Report Card

Financial Planning July 25, 2026 

2026 Comic Book Investing: A Mid-Year Report Card

Comics are serious, solid investments. The market is strong and diverse, with comics from various genres and time periods appreciating in value.

Vincent Zurzolo

Americans Lost $68 Billion to Scams in 2025

CAS July 23, 2026 

Americans Lost $68 Billion to Scams in 2025

6% of the U.S. population were victims of financial scams in 2025, with total losses reaching approximately $68 billion.

Rethinking the RMD: The Giving Strategy Hidden Inside Your Client’s IRA

CAS July 21, 2026 

Rethinking the RMD: The Giving Strategy Hidden Inside Your Client’s IRA

For clients in these situations, a QCD may be meaningfully more efficient than a cash gift paired with an income tax deduction.

Bill Knox, JD, LLM

The Structured Installment Sale: What CPAs Should Be Telling Business and Real Estate Clients Before They Close

Advisory July 7, 2026 

The Structured Installment Sale: What CPAs Should Be Telling Business and Real Estate Clients Before They Close

Make the structured installment sale a standard question in every pre-sale conversation.

Sean Whitehead

5 Tips to Build a Healthy Money Mindset and Grow Your Finances

Financial Planning June 17, 2026 

5 Tips to Build a Healthy Money Mindset and Grow Your Finances

For busy households, consistency matters more than perfection because small wins stack up fast.

G. Martinez

How Parents Can Build a Healthy Money Mindset and Grow Their Finances

Payroll June 17, 2026 

How Parents Can Build a Healthy Money Mindset and Grow Their Finances

Family pressures can drain focus, strain relationships, and lead to avoidant decisions that deepen the anxiety.

Fraud Remains a Top Concern for Americans, New AARP Research Shows

Financial Planning April 20, 2026 

Fraud Remains a Top Concern for Americans, New AARP Research Shows

These concerns highlight both the financial and emotional toll of these crimes and reflect how pervasive and personal the threat has become.

Lettuce Financial Acquires Carry’s Retirement and Investing Platform

Financial Reporting April 15, 2026 

Lettuce Financial Acquires Carry’s Retirement and Investing Platform

The acquisition brings over $225 million in assets on platform and thousands of members to Lettuce, along with Carry's established compliance infrastructure.

Financial Literacy Month Spotlight: AICPA and Finseca Share the Financial Questions Clients Ask Most

Financial Planning April 15, 2026 

Financial Literacy Month Spotlight: AICPA and Finseca Share the Financial Questions Clients Ask Most

National Financial Literacy Month represents reinforcing that financial knowledge is a critical life skill.

Do Gen Z and Young Millennials Speak a Different Language When it Comes to Money?

Financial Reporting March 25, 2026 

Do Gen Z and Young Millennials Speak a Different Language When it Comes to Money?

A new U.S. study from Reach3 Insights finds that 58% of Gen Z and young millennials say financial brand language does not reflect how they actually think or talk about money.

Isaac M. O'Bannon

Andrea Millar, CPA/PFS, Presented with AICPA’s 2025 Personal Financial Planning Distinguished Service Award

Accounting February 19, 2026 

Andrea Millar, CPA/PFS, Presented with AICPA’s 2025 Personal Financial Planning Distinguished Service Award

She served as director of the AICPA’s PFP Division for almost 15 years and was instrumental in fostering many dedicated practitioners who have been perennial leaders in the profession.

Isaac M. O'Bannon

MindBridge Announces Global Partnership with Genpact to Elevate Audit Analytics and Risk Consulting

Financial Planning February 17, 2026 

MindBridge Announces Global Partnership with Genpact to Elevate Audit Analytics and Risk Consulting

Genpact will leverage the MindBridge financial intelligence platform across key client engagements to strengthen its ability to identify risks, surface anomalies, and deliver more thorough, data-driven outcomes.

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