4th Quarter is Key for Taxes and Financial Strategies

As we approach the 4th quarter of the year, it’s the perfect time to consider your financial strategies, especially regarding taxes. When it comes to managing your finances, long-term planning is essential. But reviewing your current financial status early in the 4th quarter gives you a chance to check your plan against your financial goals,…

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A Guide to Tying Up Financial Loose Ends This Fall

tying up financial loose ends -hand drawing graph

As the leaves begin to change and the air turns crisp, fall is a time for cozy sweaters and pumpkin spice lattes. Since Fall begins just before the fourth quarter starts, it is also an excellent opportunity to assess your current financial situation. Just as you prepare your home for the coming winter you can…

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When do You Need a Financial Advisor or Planner?

Financial Advisor or Financial Planner

Are all of your friends way ahead of you on the retirement plan? If you are hesitating because you don’t know where to begin, it’s time to figure out how to find the right financial advisor or planner for you. This choice is a crucial decision, since it can alter your financial future substantially. Here…

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2024 Financial Goals – A Guide to Starting Strong

2024 financial goals

As we embark on the new year, 2024, it’s the perfect time to set ambitious financial goals and lay the groundwork for a prosperous future. Americore Group can help individuals and businessmen discover the programs in place to protect wealth, free up cash flow, reduce business costs through incentives and credits and expand their qualified…

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Never Ignore This Retirement Planning Principle

retirement planning by paying your future self first.

Retirement Planning: Pay Your Future Self First There is a crucial principal in retirement planning called paying your future self first.  The idea, if you’re not familiar with it, is to prioritize saving and investing for your retirement before allocating money to other expenses and fun.  This approach makes sure you build a sufficient nest…

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