4 tips to smart budgeting for new graduates

What if you put together a budget but forgot about income taxes that would be deducted from each paycheck? That’s what happened to me when I graduated from college, so I can tell you: It would be a disaster! My first paycheck was a huge shock, since I was taking home much less than I […]

3 tips to help your clients through hurricane season

With some areas still dealing with the impact of last year’s disastrous hurricane season, it’s hard to believe we’re yet again in the midst of another one. This year, the National Oceanic and Atmospheric Administration (NOAA) predicts there will be 10 to 16 named storms, including up to four Category 3 or higher hurricanes. This […]

A Father’s Day wish list

First celebrated in 1910, Father’s Day is a day that goes far beyond greeting cards. It’s a day everyone honors fathers and all that they do for us. Whether it be advice, help from a handyman or just a hug, they deserve to be celebrated. We asked CPA dads what they’re hoping to receive on […]

5 TV shows to teach your kids about business

Entrepreneur Mikaila Ulmer founded Me & the Bees Lemonade when she was just four years old. At age 12, Mikaila won funding from Shark Tank investor Daymond John. Now 13, her product line is available at Whole Foods Market stores. Mikaila represents a growing movement of young entrepreneurs throughout the country. Children are watching their […]

5 tips for the best sleep of your life

You know the feeling. You toss and turn and periodically look at the clock. Your mind is racing, thinking about the challenging conversation you had earlier in the day with a client as well as all of the tasks you have to get done in the morning. You are stressed. Because of this, you are […]

AICPA cybersecurity framework highlighted in Congressional testimony

Earlier today, Bob Sydow, EY Americas Advisory Cybersecurity Leader, testified in front of the US Senate Committee on Banking, Housing and Urban Affairs on cybersecurity risks to financial services. Sydow outlined three main challenges EY’s clients face regarding cybersecurity: Emerging interconnected technologies that drive fundamental transformations and create complex third-party [...]

**Event announcement** Impact Investing 101: How to invest any amount of money with purpose

Join us on Thursday, June 7th for Impact Investing 101: How to invest any amount of money with purpose! As a consumer your purchases have huge implications on the world around you. Did you realize that the same is true of your savings? Are you being as purposeful with how you invest money as you […]

5 tax tips for the newly engaged couple and their CPA

I’m getting married in June, and for me, wedding planning has been relatively simple and drama-free. I’ve buttoned up the budget, signed every contract, booked travel and have a final headcount for the caterer. There’s just one thing that’s still unsettling my mind. What’s going to happen to my taxes? It seems like such a […]

Needed now: female financial planners

Mind-blowing. That is the word that pops in my head whenever I see the statistics on women needing financial planning and the corresponding number of women planners available to provide those services. The numbers tell a story that needs a new ending:     Women age 65 and older are three times more likely than men to […]

College grads: How to save for retirement when you can barely pay your rent

Graduated from college. ✓ Got a good job. ✓ Started saving for retirement. WHAT?! I know what you‘re likely thinking: “I have plenty of time to save! Why would I start now?” I get it, the idea of saving for anything, let alone your distant retirement years, seems crazy. You’re not alone. You might be […]