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Tomorrow starts today (in more ways than one)

Tuesday, February 01

Warm and sunny temps marked the holiday season for most of the US in 2021, ruining visions of a white Christmas. Now, at the beginning of 2022, cold snaps are hitting places people normally escape to for some sand and sunshine. Take Florida. Temps dropped to near freezing over the weekend for pla...


The “What to Bring” List for Your Tax Filing Appointment

Monday, January 24

Janet Behm's "Real World" Personal Strategy Note The “What to Bring” List for Your Tax Filing Appointment “What the world really needs is more love and less paperwork.” - Pearl Bailey Hey, anybody can just file a tax return – the trick is to file an accurate one. And believe it or not, the filin...


Financial Planning: One of the Best Employee Benefits

Monday, January 24

This past weekend’s NFL playoff games were maybe some of the best post-season games to watch in a long, long time… with some of the most unexpected outcomes. Who would have believed that all but one of the top teams from the regular season would be unseated from a Super Bowl trajectory? The powe...


THOSE EXORBITANT DOCTOR’S BILLS

Saturday, January 22

Let me start out by saying… we’re less than ONE WEEK away from the IRS beginning to receive electronically-filed returns. That means different things to different people, but I can confidently say this to YOU, no matter your circumstance (reasserting what I wrote last week): This is not the year ...


Getting Started with Metrics and Key Performance Indicators (KPIs) in

Saturday, January 22

Your car dashboard tells you how far you’ve driven and how much gas is left in the tank. Your smartphone has a button to tell you how much space you’ve got left after taking all those pictures of the kids. Your bank’s all too happy to show you a report on how your accounts are doing. You need the...


MANAGING ALL OF THESE LOAN PROGRAMS (and more to come)

Monday, January 10

The big, emergency SBA loan programs for small businesses (like yours) that were launched (PPP) and expanded (EIDL) over the last couple of years are moving back from the radar or wrapping up. That said, there are still great options for funding your business. Including NEW government programs (l...