Now, you’ve probably heard about 401(k) plans, right? Most business owners have them because, well, that’s just what businesses do. But what if I told you that the 401(k) is just the tip of the iceberg when it comes to maximizing your retirement contributions…
Read More
Archives for September 2023
Planning for Retirement as a Business Owner
As a business owner, you’ve likely spent a great deal of time and energy cultivating and growing your business. It’s crucial to ensure that you’ve not overlooked the importance of planning for your retirement. Gen X and Gen Y business owners need to know that…
Read More
Understanding How to Use Investment Losses to Your Benefit
Today, we’re diving into an essential technique: Investment Loss Planning, and how you can use it to your benefit Investment loss planning might sound complicated, but it’s a tool that can help you reduce your tax liability, and in turn, keep more of your hard-earned…
Read More