• Home
  • About Us Log In Subscribe for Free My Account Log Out
  • Accounting & Auditing
      Accounting ESG Financial Reporting Nonprofit Small Business Auditing Audit Standards PCAOB SEC
  • Tax
      Taxes Income Tax IRS Legislation Sales Tax State Local Taxes Tax Planning
  • Payroll
      Payroll Benefits Human Resources Payroll Software Payroll Taxes
  • Tech
      Technology Artificial Intelligence Automation Cloud Technology Digital Currency Hardware Security Software
  • Advisory
      Advisory CAS Financial Planning Risk Management
  • Firm Management
      Firm Management AICPA Marketing Mergers and Acquisitions Staffing
  • The Profession
      AICPA Marketing Awards and Rankings
  • Resources
      Webinars and CPE Events Reports and Whitepapers Podcasts Sponsored Content Contributors
  • Conference
      Ensuring Success Registration Speakers Sponsorships
Skip to Intro
 CPA Practice Advisor logo
About Us Log In Subscribe for Free My Account Log Out
  • Accounting & Auditing

      Accounting & Auditing

      Accounting ESG Financial Reporting Nonprofit Small Business Auditing Audit Standards PCAOB SEC
  • Tax

      Tax

      Taxes Income Tax IRS Legislation Sales Tax State Local Taxes Tax Planning
  • Payroll

      Payroll

      Payroll Benefits Human Resources Payroll Software Payroll Taxes
  • Tech

      Tech

      Technology Artificial Intelligence Automation Cloud Technology Digital Currency Hardware Security Software
  • Advisory

      Advisory

      Advisory CAS Financial Planning Risk Management
  • Firm Management

      Firm Management

      Firm Management AICPA Marketing Mergers and Acquisitions Staffing
  • The Profession

      The Profession

      AICPA Marketing Awards and Rankings
  • Resources

      Resources

      Webinars and CPE Events Reports and Whitepapers Podcasts Sponsored Content Contributors
  • Conference

      Conference

      Ensuring Success Registration Speakers Sponsorships

Financial Planning

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

Featured Articles

February 19, 2026  

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

February 17, 2026  

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

February 17, 2026  

Delap Wealth Advisor Rebrands to Aerodigm Wealth, With $1.5B in Managed Assets

October 28, 2025  

Life Insurance Planning Tips Every Family Should Consider

October 22, 2025  

Ashton Thomas Private Wealth Opens New Office in San Francisco
Effectively Leveraging Accounting for Financial Planning Strategy

Small Business August 11, 2023 

Effectively Leveraging Accounting for Financial Planning Strategy

Most small businesses lack the capacity for a financial planning and analysis (FP&A) function, but that doesn't mean they can't build analytical and strategic value from their accounting resources.

Finances and the Aging Parent: A Roadmap For Family Harmony

Payroll August 10, 2023 

Finances and the Aging Parent: A Roadmap For Family Harmony

Aging brings about unanticipated financial challenges that elderly parents need help navigating.

creditcards1

Accounting August 9, 2023 

American Credit Card Debt Tops $1 Trillion for First Time

Balances increased by $45 billion, the most of all debt types, to $1.03 trillion in the second quarter, the New York Fed said in a report Tuesday.

Financial-Smartphone-Apps1

Accounting July 27, 2023 

Majority of U.S. Consumers Use Apps for Finances Before Turning to Accountants

While fintech won’t make advisors obsolete anytime soon, financial professionals need to adapt to changing consumer behavior and play up their strengths by augmenting their services.

Isaac M. O'Bannon

cfpb consumer financial protection bureau 1  58dbe09460878

Accounting July 24, 2023 

Watchdog Agency Wants More Regulations on Use of AI in Lending

The CFPB has already taken steps to stamp out abuses. The agency last month proposed a rule for home appraisals computed by algorithms.

business-finances-33557101

Payroll July 24, 2023 

74 Percent of Americans Have Financial Regrets: Most Commonly Is Not Saving Enough for Retirement

Overall, just 20% of U.S. adults say they do not have any financial regrets, while 6% say they don’t know what their biggest financial regret is.

Isaac M. O'Bannon

Jirav Logo

Accounting July 13, 2023 

Jirav Announces $20M Series B Round Led By Cota Capital

Jirav will use the funds to further accelerate product development, broaden its customer base across small-medium businesses (SMBs), mid-market companies, and accounting firms while hiring talent to support its growth.

Isaac M. O'Bannon

Vic.ai Launches Intelligent PO Matching, a Step Forward in Autonomous Finance

Accounting June 22, 2023 

Vic.ai Launches Intelligent PO Matching, a Step Forward in Autonomous Finance

This release is the latest in Vic.ai’s end-to-end invoice processing solution, which uses AI to automate manually intensive AP tasks and elevate finance and accounting teams.

Isaac M. O'Bannon

Piggy Bank  Money  Pile  1  58de6ea0bd5b1

Payroll June 22, 2023 

Most Americans Uncomfortable with Emergency Savings

Just 43% of Americans say they are comfortable with the level of emergency savings they currently have, including 28% who are somewhat comfortable and 15% who are very comfortable.

Isaac M. O'Bannon

Grant Thornton Expands Private Equity Offerings

Accounting June 20, 2023 

Grant Thornton Expands Private Equity Offerings

In these roles, McManus and Arata will provide Grant Thornton’s private equity clients and their portfolio companies with comprehensive solutions that help drive organic and inorganic strategic growth.

Isaac M. O'Bannon

6 Top Investment Options to Generate Passive Income

Payroll May 31, 2023 

6 Top Investment Options to Generate Passive Income

Passive income investing allows you to work less and earn more. These passive income streams are some of the best to get started.

stress ball 1  588f9e9a4093d

Payroll May 25, 2023 

52% of Adults Say Money Has Negative Impact on Mental Health

Among those who say money has a negative impact on their mental health, 56% say this happens at least once a week (up from 52% last year), which includes 29% who say this happens daily.

Isaac M. O'Bannon

  • «
  • 1
  • …
  • 4
  • 5
  • 6
  • 7
  • 8
  • …
  • 30
  • »

Subscribe for free to get personalized daily content, newsletters, continuing education, podcasts, whitepapers and more...

Subscribe
CPA Practice Advisor logo

CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. CPA Practice Advisor has products that deliver powerful content to you in a variety of forms including online, email and social media.

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. © 2026 Firmworks, LLC. All rights reserved. Privacy Policy

About CPA Practice Advisor About Contact Us Contributors Advertise Media Kit Terms of Use Cookie Policy FAQ
Subscribe Newsletters Magazine Archives Subscribe
Conference Ensuring Success Registration Speakers Sponsorships
Follow Us:
Facebook X LinkedIn