Posts by Jo Gardner
Wrapping Up Your 2024 Financials and Tax Plan for a Fresh Start in 2025
As 2024 draws to a close, it’s the perfect time to reflect on your financial health and prepare for a successful new year. Whether you are an individual or a business owner, understanding your financial standing and aligning your tax strategy is crucial. Here’s a comprehensive guide to wrapping up your financials and current tax…
Read MoreBe in the Black by Black Friday
In the black or enjoying positive cash flow on the income/expense sheet is a reality for many entrepreneurs, while only a dream for others.. As the holiday season approaches, businesses begin to shift their focus towards maximizing profits during one of the biggest shopping events of the year: Black Friday. However, the journey to being…
Read More4th 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,…
Read MoreA Guide to Tying Up Financial Loose Ends This Fall
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…
Read MoreWhen do You Need a Financial Advisor or 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…
Read More2024 Financial Goals – A Guide to Starting Strong
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…
Read MoreMaking Smart Tax Credit Moves By Year’s End
It is that time of year when social calendars fill up and astute business owners check the list not once, but twice to make sure their tax obligations are nice.
Read MoreHow Financial Planning Is Like a Living Organism
In short, financial planning is like a living organism that requires regular monitoring, adjustments, growth and development.
Read MoreChoosing the Right Financial Advisor
Choosing the right financial advisor is a crucial decision that can greatly impact your financial future.
Read MoreUnparalled Advantages of Corporate Capital Planning with a Business Financial Advisor
It is a fast-paced business world where corporate capital planning plays a pivotal role in the success and growth of companies. However, navigating the complexities of financial management can be a daunting task for even the most seasoned business professionals. The expertise and guidance of a financial advisor can prove to be invaluable for companies…
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