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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
More Americans Struggle with Personal Finances

Payroll May 24, 2023 

More Americans Struggle with Personal Finances

Some 73% of adults were “doing at least OK financially” as of October, down five percentage points from a year earlier and among the lowest levels since 2016.

SEC Chief Blasts Hedge Fund Fees as Agency Readies New Regulations

Accounting May 3, 2023 

SEC Chief Blasts Hedge Fund Fees as Agency Readies New Regulations

For the last two years, SEC Chair Gary Gensler has championed new rules to add scrutiny to hedge funds and private equity firms.

financials_pixabay user 6689062-2860753_1920

Firm Management April 21, 2023 

How Offering Financial Planning Can Enhance Your Credibility as an Accountant

When you offer a wide range of financial services, like financial planning, you serve as a one-stop shop for your client’s financial needs.

Finance Leaders Optimistic But Concerned over Costs

Accounting April 11, 2023 

Finance Leaders Optimistic But Concerned over Costs

Key findings from Grant Thornton’s 2023 Q1 CFO Survey found 54% of CFOs reported being optimistic or very optimistic about the economy.

Isaac M. O'Bannon

business-finances-33557101

Payroll April 4, 2023 

New York State Society of CPAs Launches “Smart Money Habits” Financial Literacy Initiative

The newly created initiative is meant to educate and empower the public regarding vital aspects of financial literacy.

Isaac M. O'Bannon

New Tax Relief for Emergency Expenses

Taxes March 31, 2023 

New Tax Relief for Emergency Expenses

Beginning in 2024, employers may allow plan participants to use a special emergency savings account. This “sidecar account” is capped at $2,500.

Ken Berry, JD

Businesses are Investing for Growth Despite Tough Economic Climate

Accounting March 28, 2023 

Businesses are Investing for Growth Despite Tough Economic Climate

New research shows that businesses have more confidence in their own growth than in the health of the broader economy.

credit-card-851506_pixabay_stevepb

Accounting March 28, 2023 

Fyle Adds Mastercard Integration for Real-Time Reporting

The real-time feeds eliminate the dependency on bank statements, offers greater insights for budgeting and planning, and allows teams to monitor for fraudulent transactions.

Four Reasons to Optimize AP Operations Now

Accounting March 27, 2023 

Four Reasons to Optimize AP Operations Now

AP is the top digitization priority in the back office for finance teams in 2023 because it addresses four of the biggest challenges they face.

Financial-Data-and-Mag-Glass1

Small Business March 21, 2023 

Small Businesses Can Have Fortune 500 Tools, Here’s How

Modeling the future like a Fortune 500 company isn’t outside the realm of possibility for small businesses and their accountants.

The Ebb and Flow of the CFO’s Role: It’s Not Just About Numbers Anymore

Accounting March 17, 2023 

The Ebb and Flow of the CFO’s Role: It’s Not Just About Numbers Anymore

CFOs are pushing their teams of representatives from across the business (not just IT) to evaluate data analytics and business intelligence tools.

money1

Payroll March 6, 2023 

U.S. Banks are Paying Higher Interest on Savings and CD Accounts

After years of earning next to nothing, depositors are discovering a trove of higher-yielding options like Treasury bills and money market funds .

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