Author: Editor

I’m a certified public accountant and certified financial planner with over a decade of experience helping high-income professionals and diverse business owners take control of their finances. My clients range from medical professionals to small businesses, and I help them grow their wealth, reduce tax burdens, and run more profitable businesses.Many of my high-net-worth clients share common habits, mindsets, and strategies that helped them build and maintain their wealth. The good news is that anyone can apply these habits to improve their financial life.Here are six of the most useful lessons I’ve learned from my wealthiest clients.The more you give,…

This as-told-to essay is based on a conversation with Sara Thomas, 22, a 2025 graduate from the University of Chicago and incoming investment banking analyst at Morgan Stanley. Business Insider’s recent “Path to Wall Street” series highlighted how finance careers continue to attract young talent, despite the industry’s long hours and demanding entry-level roles. Entry-level bankers typically earn about $110,000 a year, not including bonuses. This interview has been edited for length and clarity.I had barely decided on banking as a career choice when I had to start preparing for interviews.My experience was similar to most stories I’ve heard about…

Bloomberg | Bloomberg | Getty ImagesAirplane tickets are getting cheaper, but it’s getting more expensive to bring your family to an airport lounge.Capital One is the latest company to limit access to booming airport lounges to combat overcrowding.Starting Feb. 1, Venture X and Venture X Business cardholders will no longer be able to automatically take a guest into lounges or bring authorized second card users.They will instead have to pay $125 annually for each additional cardholder to keep their lounge access, $45 per adult guest per visit and $25 per guest 17 or younger. The $125 fee also includes second…

Slate Auto electric vehicles inside the startup’s beta production facility in Lake Orion Township, Michigan.Slate AutoLAKE ORION TOWNSHIP, Mich. — In a nondescript supplier park in suburban Detroit, an electric vehicle startup backed by Amazon founder Jeff Bezos is building what it hopes will be America’s newest automaker.The facility is filled with dozens of prototypes, crash-tested vehicles, a crude lab vehicle skeleton adorned with wires and, most importantly, a busy “beta” assembly line that has been building electric vehicles since December for the startup, Slate Auto.Slate is using the location — a stone’s throw away from a massive General Motors…

I’m 36 and constantly worry about making enough money to support my small family of three: myself, my mother, and her mother.Nearly three years ago, we made a big decision to help my mother with her expenses by allowing her to move in at 55 years old. My mom had some significant debts to pay down — partly because being single and underpaid in this economy is expensive, but also because my mother has historically been bad at managing her personal finances.Well, the apple didn’t fall far from the tree. My grandmother (my mom’s mom) is still working at 76…

Star talent can be hard to retain — and even harder to let go.The public fallout between President Donald Trump and Elon Musk this week may be an extreme example of a hotshot’s exit going off the rails, but leadership experts said it underscores just how dicey it can be to part ways with a high-profile team member.”These are folks with big egos,” Peter Cappelli, a management professor at the University of Pennsylvania’s Wharton School, told Business Insider. “Most of the time they end up in court.”Saying goodbye to a prominent employee doesn’t have to be dramatic. But don’t assume…

Baker Tilly and Moss Adams merged this week in a deal that marks another shake-up for mid-market consulting firms and emphasizes the role being played by private equity in US accounting.The two firms, which are both in the tier below the Big Four, have a combined annual revenue of over $3 billion. By joining forces, they’ve catapulted themselves above BDO, Grant Thornton US, and CLA to become the 6th largest accounting firm by revenue in the US.The move brings together 11,500 employees into one firm that will keep the Baker Tilly name and be an independent member firm in the…

Corporate Pride is looking a little less proud this year.Companies seem to have followed a common Pride Month playbook for the past several years. The checklist included changing social media avatars to rainbow logos, sponsoring parade floats, making donations, or casting ads a little differently from the rest of the year.This June, corporate Pride seems quieter amid a combination of cultural and political pressure against DEI in general, and the LGBTQ+ community in particular.Brands have been dropping out of sponsoring Pride parades across the country, Pride merchandise collections are getting smaller, and Fortune 500 social-media avatars appear largely unchanged.More broadly, companies…

This as-told-to essay is based on a transcribed conversation with 34-year-old Meghan Gezo, from Michigan. The following has been edited for length and clarity.In 2022, I left my job working remotely in people operations for a US company. Juggling my job and raising my one-year-old wasn’t working.I wanted to take a break while I looked for another opportunity that would allow me to have better work-life boundaries.After a few months of job hunting, I started as a people experience manager at Storyblok, a fully remote content management company based in Austria.I’d never worked for a company based in Europe before.…

Growing up, I wasn’t allowed to talk to boys, learn about money, or skip church. In my world, women were taught that God would provide through a man. I always questioned that.I remember spying on my grandparents as they balanced checkbooks and printed 401(k) statements. Without them, I would have been clueless about money growing up.Even as a kid, I knew I wanted more. I dreamed of being a businesswoman, working in a high-rise building, driving a Rolls-Royce, and not waiting on a man for permission.These days, I lead a team that helps business owners grow equity and exit profitably…