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The Lifepoint Blog Offers Financial Planning Strategies For Business Owners

Business Owner Financial Strategies

Unconventional Strategies to Supercharge Business Owner Finances Before Year End

MIKE METZGER November 13, 2023

Employer Benefits Guide for Business Owners

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

MIKE METZGER November 13, 2023

A Step-by-Step Guide to Mega Backdoor Roth Contributions for Small Business Owners in 2023

MIKE METZGER October 13, 2023

Navigating Open Enrollment: A Comprehensive Guide to Understanding Employee Benefits

MIKE METZGER October 13, 2023

The Power of 401(k)s for Small Business Owners: Benefits, Tax Advantages, and Considerations

MIKE METZGER September 15, 2023

The MEGA Backdoor Roth Conversion: A Strategic Tax Tool for Small Business Owners

MIKE METZGER September 15, 2023

Millennial Small Business Owners: Diversifying Towards Financial Independence

MIKE METZGER August 15, 2023

Why You Need to Prepare Now For Higher Taxes!

MIKE METZGER August 15, 2023

Unlocking the Potential in Your Profit and Loss Statement: A Conversational Guide for Small Business Owners

MIKE METZGER July 17, 2023

Maximizing Small Business Benefits: Unlocking Gym Memberships and Health Perks

MIKE METZGER July 14, 2023

Automations and Workflows Can Save Your Business

MIKE METZGER June 20, 2023

The Solo 401k is a Weapon Against Inflation; Here’s Why

MIKE METZGER June 20, 2023

Don’t Miss These 5 Tax Deductions For S Corp Business Owners

MIKE METZGER May 12, 2023

Can a 721 Exchange Be the Right Real Estate Strategy For You? Read This to Know

MIKE METZGER May 12, 2023

Maximizing FDIC and SIPC Insurance

MIKE METZGER March 22, 2023

Help Create Wealth With a Partial 1031 Exchange

MIKE METZGER March 16, 2023

Why Real Estate Investment Returns Can’t Be Compared to the Stock Market

MIKE METZGER February 22, 2023

Secure Act 2.0; 529 to Roth, Not So Generous

MIKE METZGER January 16, 2023

End-of-Year Financial Deadlines For Real Estate Professionals

MIKE METZGER December 21, 2022

2022 Tax Deductions Guide For Real Estate Professionals

MIKE METZGER December 19, 2022

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Lifepoint Financial Design, LLC, is a registered investment advisor in the state of California. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.

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