News Releases

Father’s Day Survey: Many Americans Say Their Fathers Helped Shape Their Work Ethic
Ahead of Father’s Day, a new survey from Beyond Finance finds that while parents shape many aspects of how Americans think about money, fathers are most strongly associated with teaching one lesson above all others: the value of hard work.

Beyond Finance Accepts Two Gold Stevie® Awards for Customer Service at American Business Awards® Gala
Beyond Finance’s Chief Financial Wellness Advisor Dr. Erika Rasure accepted two Gold Stevie® Awards recognizing the company’s excellence in customer service at the 24th Annual American Business Awards® gala in New York City.

More Than Half of Men Say Financial Struggles Make Them Feel Like They’re Failing at “Being a Man”
More than half of American men say financial struggles have made them feel like they are falling short of “being a man.”
Recent News

Chron Highlights How Tax Refunds Have Become a Financial Lifeline for Younger Americans
The Beyond Finance and Operation HOPE Financial Literacy Month collaboration gains national attention as Chron featured their new survey findings showing that, for many Gen Z and Millennials, tax refunds have evolved from an annual bonus into an essential financial safety net.

Black Enterprise Highlights Beyond Finance and Operation HOPE Research on Young Americans’ Changing Financial Reality
The conversation about how younger generations are redefining financial success reached another influential audience this spring as Black Enterprise featured findings from the Beyond Finance and Operation HOPE Financial Literacy Month survey examining the challenges facing Gen Z and Millennials.

Fortune Highlights Beyond Finance and Operation HOPE Research on the “Broken” Starter Economy
A national conversation about whether the traditional path to financial success still works for younger Americans received a boost this spring when Fortune magazine featured findings from Beyond Finance’s Financial Literacy Month survey conducted in partnership with Operation HOPE.
Financial Practice Week

Almost 80% of Gen Z and Millennials Use ‘Survival Spending’
Almost 80% of Gen Z and Millennials use ‘survival spending’ to get by in today’s economy with nearly half of Gen Z and Millennials indicating they would use a tax refund to cover bills or pay down debt, 77% relying on short-term financial strategies like Buy Now, Pay Later for essentials, and 39% turning to AI to guide money decisions.

Beyond Finance Empowers Americans Through Financial Practice Week 2025
As part of its third annual Financial Practice Week, Beyond Finance launched a nationwide initiative to inspire Americans to take ownership of their financial lives through reflection, education, and action.

Dr. Erika Joins Industry Leaders to Discuss Financial Literacy
GoBankingRates.com called national leaders to share their insights about financial literacy and the “Buy Now, Pay Later” trend in America.