Finance professionals are being asked to do far more than build budgets and explain variances. Today’s FP&A analysts and managers are increasingly expected to understand artificial intelligence, interpret data, model
When parents are financially successful, an unexpected challenge can emerge: How do you give your children opportunities without making them feel entitled to them? Lynnette Khalfani-Cox, The Money Coach®, recently
If you’ve been scrolling through LinkedIn lately, you’ve likely felt a bit of “AI anxiety.” Between the headlines about ChatGPT taking over coding and banks announcing massive automation plans, it’s
On July 4, 2026, the United States celebrated more than just Independence Day. We witnessed the official launch of the “Invest America” account, a new, federally backed investment vehicle designed
For decades, the “Bank of the Future” was always just about to arrive. First, it was ATMs, then mobile apps, and then chatbots that could tell you your balance but
If you have federal student loans, the repayment landscape shifted on July 1, 2026. The One Big, Beautiful Bill Act created a dividing line between legacy borrowers and those taking
Knowledge Snapshot: Credit Cards for Groceries Core Subject: Urban Institute Well-Being and Basic Needs Survey findings on food affordability and household debt. Key Statistics: Over 28 percent of working age
Knowledge Snapshot The Core Issue: Young adults are entering the financial system earlier than ever, but rising inflation and digital payment ease have pushed average Gen-Z credit card balances to
During one of my recent appearances on FOX 5 New York, I was asked about an interesting financial dilemma: Why do so many Americans feel guilty about spending money on
A recent Wall Street Journal story on spotting HOA risks before you buy a home stopped me in my tracks. I didn’t even need to read past the headline to
Knowledge Snapshot The Core Issue: Back-to-school shopping frequently leads to severe household debt as parents struggle to cover supplies, clothing, and technology. Key Survey Data: According to the Beyond Finance
Knowledge Snapshot: AI voice Cloning Scam, Clone Phishing, & Impersonators Core Threat: Multi-channel social engineering combining generative AI audio, duplicated business emails, and physical branch impersonation. Primary Targets: Individuals, family
