News Releases
Beyond Finance Named to Newsweek’s America’s Best Online Platforms 2026
Beyond Finance has been named to Newsweek’s list of America’s Best Online Platforms 2026 for the second consecutive year.
Americans Know How to Manage Money. Why Can’t They Make Good Financial Practices Stick?
A new national survey from Beyond Finance found that while three in four Americans (75%) are confident in their budgeting and money management skills, nearly two-thirds (64%) admit they struggle to consistently follow through on the financial habits they already know they should be practicing.
The Back-to-School Parent Trap: New Beyond Finance Survey Finds Parents Going Into Debt So Their Kids Don’t Feel Left Out
According to new research from Beyond Finance, parents across the country are caught in what the company calls the “Back-to-School Parent Trap,” the emotional tension between protecting their family’s financial future and making sure their children don’t feel left out.
Recent News
Dr. Erika Rasure Featured in AOL Story on Avoiding Summer’s Biggest Spending Trap
Dr. Erika Rasure, PhD, CFT™, Chief Financial Wellness Advisor at Beyond Finance, is helping Americans rethink their summer spending habits in a new lifestyle and personal finance story published by AOL, examining why Millennials are especially vulnerable to seasonal overspending.
Beyond Finance’s EVP, Client Success Officer Vanessa Hering Explores Why Empathy Matters More Than Ever in the Age of AI in New CMSWire Article
Vanessa Hering, Executive Vice President and Client Success Officer at Beyond Finance, is making the case that while artificial intelligence is transforming customer service, empathy remains the competitive advantage technology cannot replace.
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.
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.
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