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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...


GIG, FREELANCER, AND ONLINE STORES, THE IRS IS COMING

Monday, January 10

Normally I wouldn't be so quick to alert you to a tax change that only just went into place at the beginning of this year ... but there’s a chance this might affect your actual financial behavior, so I wanted you to know ASAP. Now ... onto the Venmo stuff. This might be an important one for you t...


THE IRS HAS YOU IN IT’S SIGHTS

Wednesday, January 05

As we step over the threshold into 2022, we're all staring at much lower numbers in our P/L's. It's a new slate, and the possibilities are endless. What will you do in 2022? That's the question of the hour ... and it has much less to do with outside circumstances than it does with YOU. Your choic...