Posts by Jo Gardner
Never Ignore This Retirement Planning Principle
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…
Read MoreFinancial Advisor: Guiding Your Path to Financial Success
In today’s complex and ever-changing financial landscape, making informed decisions about your money can be a daunting task. Or does it? Whether you’re planning for retirement, investing for the future, or simply trying to manage your day-to-day finances, having a trusted partner by your side can make all the difference. This is where a financial…
Read MoreGetting the Most From Your Semi-Annual Financial Plan Checkup
It’s the halfway point through the year so it’s a great time to perform your semi-annual financial plan checkup for you and your business. For the best outcome, we’ve got some key steps and advice to follow during your checkup. Review Your Financial Plan Goals Checking your goals is as important as reviewing your budget…
Read MoreCash Flow Checkups For Financial Health
From individuals to huge corporations, staying on track to reach financial goals means tracking where your money is going, your cash flow. With today’s inflation, buying one thing might require a small adjustment to your spending. When you need to stock an entire company, it takes more planning to make your net. Seen from a…
Read MoreThe True Cost of a Financial Advisor Revealed
In a society where people turn to social media for help deciding between paint colors, it’s unthinkable that so many of us continue to entrust our financial futures to… ourselves. The information is on the web, but people aren’t sure whether they can trust their money to a financial advisor. The numbers are there; the…
Read MoreFinally No-Equity Commercial Financing
You need money to operate your business. You detailed your financing objectives but the banks still said no. Americore is focused on protecting your wealth and on the success of your business. So when banks didn’t say yes to what we feel are make-sense loans, we looked for a better financing option. After sifting through…
Read MoreOptimizing Financial Planning With Government Programs
Today, it seems like people are nervous about any changes to their financial planning. They’re afraid they won’t max their own wealth potential, afraid they’ll make the wrong investment changes or worried that any new approaches will make them a target. Since financial planning cannot take into consideration every life event, it must be updated…
Read MoreWe Can Enhance Your Retirement Planning
When we meet prospective new clients, we inevitably learn all about their business, families and choices. We also learn many reasons clients put off talking to a financial consultant about retirement planning, protecting their wealth and ensuring a vibrant legacy. Sometimes this is just about focus. When you spend every day making sure your own…
Read MoreGetting to Know Dennis Bays of Americore
I regularly tell people to look me up, so they know I’m real. When one of those good folks began asking me about the warrior invite at the mounds, I googled myself. I think I need clear up who Dennis Bays of Americore Group is and what we do here. There seems to be some…
Read MoreFinancial Experience Difference
Recently I came across an article on things your financial advisor may not tell you. They weren’t secretive, just inexperienced. The article stood out because it illustrated how a financial advisor with experience makes a big difference to your financial wellbeing. Blue Apples Dennis Bays, and his team of Americore professionals have decades of experience. During…
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