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MIKE METZGER

The Critical Role of a CERTIFIED FINANCIAL PLANNER™ for Business Owners Planning Early Retirement

In the world of business ownership, the dream of early retirement is a common aspiration. Many entrepreneurs and business owners work tirelessly to build successful enterprises with the ultimate goal of being able to retire early and enjoy the fruits of their labor. However, achieving this goal is not always straightforward, especially when it comes …

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The Temptation of Paying Off Your Home Loan Early: A Financial Perspective

  Mike Metzger,  Founder | CERTIFIED FINANCIAL PLANNER™ In today’s fast-paced world, the desire to eliminate debt and achieve financial freedom is a common goal for many individuals. One particular area where this temptation often arises is in paying off a primary home loan early. The idea of being mortgage-free and relieving oneself of the …

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The Tax Relief for American Families and Works Act; What You Need to Know

  Mike Metzger, Founder | CERTIFED FINANCIAL PLANNER™ The Tax Relief for American Families and Works Act of 2024 is a groundbreaking tax proposal aimed at providing much-needed relief to American families and workers. This comprehensive legislation includes a range of provisions designed to stimulate economic growth, support middle-class Americans, and simplify the tax code. …

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Important Tax Law Changes and Why You Need to Strategize now!

  Mike Metzger, Founder | CERTIFIED FINANCIAL PLANNER™ The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant changes to the U.S. tax system, aiming to stimulate economic growth and provide relief to taxpayers. However, many of these provisions are set to expire in 2025, raising important considerations for individuals and businesses alike. In …

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The Importance of Having a Living Family Trust for Business Owners

  Mike Metzger, Founder | CERTIFIED FINANCIAL PLANNER™ For business owners, having a living family trust is a crucial step in ensuring the smooth transition and protection of assets. This blog post aims to highlight the significance of a family trust, discussing its basic components, defining the roles within the trust, explaining healthcare directives and …

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Qualified Small Business Stock Tax Incentives: An In-Depth Analysis

Qualified Small Business Stock (QSBS) tax incentives are designed to encourage investment in small businesses by providing tax benefits to investors. This blog post aims to provide a comprehensive understanding of QSBS, including what it is, an example of how it works with tax savings, the requirements and rules surrounding it, and the drawbacks, particularly …

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Unlocking Tax Benefits: The Power of Installment Sales for Business Owners

By Mike Metzger, Founder | CERTIFIED FINANCIAL PLANNER™️   As the end of the 2023 tax year approaches, business owners are exploring strategies to optimize their tax planning and control their tax brackets. One such strategy that can prove highly beneficial is structuring installment sales on products, services, and assets. In this blog, we will …

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Maximizing Tax Benefits and Community Impact: The Power of Donor Advised Funds

By Mike Metzger, Founder | CERTIFIED FINANCIAL PLANNER™️   Donor Advised Funds (DAFs) have gained significant popularity in recent years, offering individuals a unique opportunity to optimize their charitable giving while minimizing their tax burden. In this blog, we will explore how DAFs can help you avoid paying capital gains tax on highly appreciated assets, …

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Business Owner Financial Strategies

Unconventional Strategies to Supercharge Business Owner Finances Before Year End

By Mike Metzger, Founder | CERTIFIED FINANCIAL PLANNER™ As the year draws to a close, business owners are presented with a unique opportunity to assess their financial standing and implement advanced strategies to bolster profits and improve their books. In this blog, we will explore unconventional yet highly effective techniques that can give business owners …

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Employer Benefits Guide for Business Owners

Deciding When to Offer Employee Benefits: A Guide for Business Owners

By Mike Metzger, Founder | CERTIFIED FINANCIAL PLANNER™ As businesses grow and thrive, one crucial consideration for business owners is determining the right time to offer employee benefits. This decision involves evaluating various factors, such as revenue amount, the number of employees, and the types of benefits that make the most sense for the business. …

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