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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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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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A Step-by-Step Guide to Mega Backdoor Roth Contributions for Small Business Owners in 2023 By Mike Metzger, Founder | CERTIFIED FINANCIAL PLANNER™️ As a small business owner, you have the unique opportunity to turbocharge your retirement savings through a strategy known as the Mega Backdoor Roth Contribution. By leveraging this technique, you can potentially maximize …

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

Navigating Open Enrollment: A Comprehensive Guide to Understanding Employee Benefits By Mike Metzger, Founder | CERTIFIED FINANCIAL PLANNER™️ Open enrollment season is a critical time for employees to review their benefits and make informed decisions that align with their financial and lifestyle needs. In this blog, we will explore the most important benefits to review …

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  The Power of 401(k)s for Small Business Owners: Benefits, Tax Advantages, and Considerations </h2 > In today’s competitive business landscape, small business owners face numerous challenges, including attracting and retaining top talent. One effective strategy to address this challenge is by offering a 401(k) retirement plan. In this ebook, we will explore the features, …

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

The MEGA Backdoor Roth Conversion: A Strategic Tax Tool for Small Business Owners In today’s ever-changing landscape of tax strategies, small business owners are constantly seeking innovative ways to maximize their retirement savings while minimizing their tax liabilities. One such strategy that has gained significant attention is the MEGA backdoor Roth conversion. In this blog …

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Millennial Small Business Owners: Diversifying Towards Financial Independence Hey there, fellow entrepreneurs! Today, we’re going to talk about an important topic that many millennial small business owners are buzzing about: building financial independence through methods other than their business. In this blog, we’ll explore why diversification, particularly through real estate investing, has become a popular …

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Why You Need to Prepare Now For Higher Taxes! Today, we’re going to dive into an important topic: the Tax Cuts and Jobs Act (TCJA) and its sunset provision in 2025. As we explore the most crucial financial considerations before this expiration, we’ll discuss why taking action sooner rather than later is essential. So, grab …

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Unlocking the Potential in Your Profit and Loss Statement: A Conversational Guide for Small Business Owners Hey there, small business owners! Today, we’re diving into the fascinating world of profit and loss statements and how they can help you analyze your business’s profitability. We’ll also explore three areas where you can potentially eliminate expenses to …

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

Maximizing Small Business Benefits: Unlocking Gym Memberships and Health Perks Running a small business demands effort, dedication, and focus. As a small business owner, it’s crucial to understand and utilize every available opportunity to ensure success. In this blog, we’ll explore how choosing the right business entity structure can help small business owners write off …

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