The 2023 tax season is officially here, which means most taxpayers will be filing their tax return within the next month. Here are five steps you can take to help ensure the process goes as smoothly as possible this year.
There are certain estate planning documents everyone should have, regardless of their age, stage of life, or net worth.
With the new year approaching, consider checking these financial to-dos off your year-end financial planning checklist before it’s too late.
Brett shares three financial best practices for small business owners–specifically, entrepreneurs who run a smaller business–to help you run a clean, efficient small business that is legal and well organized.
To avoid overpaying Uncle Sam and preserve more of your hard-earned income, consider these end-of-year tax planning tips for 2022.
It’s crucial as a business owner to identify opportunities and minimize risks when selling your small business. In this article, we’re sharing five estate planning tips for business owners to consider before exiting your small business.
Discounted Roth conversions in a down market can be beneficial. But to make sense, the potential benefits must outweigh the cost.
Failing to separate your business from your personal assets can be problematic in the long run. In this article, we’re sharing four reasons why business owners need a personal financial plan.
These five habits can help you retire a millionaire without relying on proceeds from the sale of your business to fund your retirement.
If you need to select a self-employed retirement account, this guide can help you decide which option is right for you.
In this episode, Brett interviews Matt Hudgins. As a financial business coach and co-founder of the ProfitabilityMD Podcast, Matt helps business owners grow revenue, increase cash flow, eliminate taxes, and prepare to “Retire IN” their business and free up more valuable time.
Setting up a small business 401k plan can be a great way to attract and retain key employees. These steps can help you get started.
