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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
Avantax

Accounting February 23, 2023 

Avantax Sees $1.7 Billion in Newly Recruited Assets, Up 79%

Avantax also continued successfully recruiting accounting firms to its employee-based model with the new affiliation of three large accounting firms.

Isaac M. O'Bannon

growth pic 1  5661b14028d45

Accounting February 23, 2023 

4 Ways an Outside Financial Hire Can Strengthen a Family Business

While a new hire may be intimidating, a CFO or controller can provide valuable industry and financial expertise especially during economic volatility.

Half of Americans Are Worse Off Now Than 12 Months Ago, Survey Finds

Payroll February 7, 2023 

Half of Americans Are Worse Off Now Than 12 Months Ago, Survey Finds

It is the highest share of Americans who are financially losing ground since 2009, according to Gallup.

From RMDs to Student Debt, SECURE 2.0 Offers a Lot

February 1, 2023 

From RMDs to Student Debt, SECURE 2.0 Offers a Lot

While the law contains nearly one-hundred new retirement provisions, following is a summary of some of the most notable changes ...

Daniel F. Rahill

From Execution to Insight: How Fintech is Shaping the Future of Accounts Payable

January 23, 2023 

From Execution to Insight: How Fintech is Shaping the Future of Accounts Payable

But within the next ten years, AP will go from brute force execution to strategic decision making, thanks to new fintech offerings.

61% of North American Workers Stress More Over Finances than Last Year

Payroll January 18, 2023 

61% of North American Workers Stress More Over Finances than Last Year

More than 4,200 workers across the United States and Canada were surveyed to analyze three clusters of people – Stressed, Unsettled, and Comfortable – and to understand ...

Isaac M. O'Bannon

7 Strategies to Pay Off Holiday Debt and Increase Your Savings

Payroll January 16, 2023 

7 Strategies to Pay Off Holiday Debt and Increase Your Savings

Some simple steps can help you get on the right financial track in the new year and sleep better at night.

Not Your Keys Not Your Coins: How to Protect Digital Assets

Accounting January 10, 2023 

Not Your Keys Not Your Coins: How to Protect Digital Assets

"Not your keys, not your coins," refers to the importance of digital asset investors having control and sovereignty over the private keys to their crypto wallet(s).

Great SPAC Crash of 2022 Deepens as Investors Cash Out in Droves

Accounting December 14, 2022 

Great SPAC Crash of 2022 Deepens as Investors Cash Out in Droves

Some SPACs face investor meetings that will give clients a chance to exit ahead of a new tax that could hurt their returns.

Helping Special Needs Families Plan Their Financial Futures

November 23, 2022 

Helping Special Needs Families Plan Their Financial Futures

Families may have a million questions about their child’s care, education, residence and employment when they reach adulthood.

FTX Users Can’t Count on Help From the IRS

Digital Currency November 18, 2022 

FTX Users Can’t Count on Help From the IRS

When market investors suffer losses, they’re often eligible for a tax write-off to soften the blow. FTX users won’t be so lucky.

Helping Finance and Employees See Eye-to-Eye on Business Travel Expenses

Accounting November 17, 2022 

Helping Finance and Employees See Eye-to-Eye on Business Travel Expenses

While 36% of business travelers said it was extremely likely that their industry would see an increase in business travel before the end of 2022, finance managers were less convinced.

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